The Internet Fund: WWWFX - Fund for the 21st Century? Message Board

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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: DAPerez who wrote ()	5/18/1999 6:18:00 AM
From: astyanax	of 213

Big changes in WWWFX portfolio. The monthly update to their top holdings and manager's comment were posted this morning. Stocks falling out of top holdings include: AOL and AMZN. New additions were broadcast.com (BCST), Marketwatch.com (MKTW), Miningco.com (MINE), Pacific Gateway (PGEX), and Lycos (LCOS). Interesting, my predictions of MKTW and MINE being added to the portfolio came true, albeit one month late. I guess you could say that PGEX is the darkhorse of the new additions. A few things to note: Miningco.com (MINE) has changed their name to About.com and their ticker will become (BOUT) sometime this week. LCOS was added back in after the Diller deal died. LCOS was a top-5 holding until the USAI deal was announced a few months ago, whereupon WWWFX dumped all shares immediately. As for Broadcast.com, aren't BCST shares being converted into YHOO shares a few months from now (like XCIT -> ATHM)? I'll make some minor updates to my Internet Fund Site this Sunday. One new link will be to the Dallas Morning News article, which includes a pathetic quote from me. Here's the link to the full manager's comments: theinternetfund.com So it looks like 2 major funds who have held AOL for an eternity, WWWFX and Legg Mason Value (LMVTX) have sharply reduced holdings in the past couple of months. --- The Internet Fund Fan Club tulipmaniac@netconductor.com netconductor.com

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