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Technology Stocks : About.com (BOUT)

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To: el vez who wrote (241)	5/20/1999 12:08:00 PM
From: Sanjay Varma	of 438

Quoted from recent TheStreet article about AOL: "One of those shareholders who's less bullish is Ryan Jacob, portfolio manager of the Internet Fund. Jacob disclosed Monday in a letter to subscribers that both AOL and Amazon.com (Nasdaq:AMZN - news) had fallen off the list of the fund's top 25 stock holdings, the first time in "years" that either bellwether hasn't been in the fund's top 25, Jacob said. "We still believe that both companies will continue to be leaders; however, we are skeptical that these stocks can continue to grow as they have in the past given the increasingly competitive outlook in ... Internet access and commerce," wrote Jacob. Nothing against AOL and Amazon.com, says Jacob. "We just feel thereare better risk/reward opportunities with some of the small to midsize companies," he says. Among the five new names in the Internet Funds top holdings are broadcast.com (Nasdaq:BCST - news) , Lycos (Nasdaq:LCOS - news) , MarketWatch.com (Nasdaq:MKTW - news) , About.com (Nasdaq:BOUT - news) (formerly MiningCo.com) and Pacific Gateway (Nasdaq:PGEX - news) . Jacob still holds both AOL and Amazon.com in the Internet Fund.

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