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Strategies & Market Trends : The Internet Fund: WWWFX - Fund for the 21st Century?
WWWFX 68.29-1.5%Nov 18 4:00 PM EST

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To: Tony Harper who wrote (101)4/10/1999 10:42:00 PM
From: astyanax   of 213
 
>I recall Mr Jacob saying he thought AOL was a bit pricey now.

It is. Funny how all the mutual fund managers who've dismissed the Net sector are totally piling on to the AOL wagon nowadays. Those newly-converted "tulipmaniacs" are in a real frenzy over AOL - better late than never...maybe. Looks like YHOO, CMGI, and AMZN are finally near blue-chip status too.

PS Self-critical reflections of the week: Someone please shoot me for thinking "My fav stock now is DCLK, I'm just going to wait for it to cool off after this split announcement frenzy dies down before buying" and it's gone up well over 100% since then. AND "I'm going to buy INKT, my second fav, once my E*Trade account is opened" when it was at 75. Over two weeks later, my E*Trade account is still slow in transferring my DLJ assets and now it's at 132. ARGH!! So little money, so many opportunities!

Well, at least it's nice to see YHOO, a major holding of WWWFX get back to a "respectable" value with it's huge jump the last couple of weeks. Man, I'm sooo happy YHOO nabbed BCST, even if it will be a while before they reap the dividends (which will be soooo huge)...

- Netconductor.com
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