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To: Jim Willie CB who wrote (41501)9/16/1999 4:42:00 PM
From: Caxton Rhodes  Read Replies (1) | Respond to of 152472
 
5 for 1 will put us back in our natural home of the 40s.



To: Jim Willie CB who wrote (41501)9/16/1999 4:42:00 PM
From: Ruffian  Read Replies (2) | Respond to of 152472
 
This is a Big Fund>

Jeff Wrona of PBHG Fund-GNET, IDTI, LCOS, QCOM, INSP

From: Michael Carrozzo
Date: 9/16/99
Time: 12:39:23 PM
Remote Name: 209.224.198.10

Comments

Jeff Wrona of PBHG Tech. and Comm. Fund-GNET, IDTI, QCOM, LCOS, INSP

Wrona looks for technology companies that improve in various market conditions.

The fund YTD-+65.3%

Assets--$750 million

GNET is a company that he is big on after a poor summer season. In top-10 Websites and expects revenue to go up in the coming
months. Receives many page views, which drives revenue. In line to either acquire or be acquired in near future.

IDTI is very positive and has a great business model. Their revenues go straight to their bottom line and Wrona expects a good
quarter coming up.

INSP, QCOM and LCOS are his other top holdings.



To: Jim Willie CB who wrote (41501)9/16/1999 4:44:00 PM
From: LindyBill  Respond to of 152472
 
Cup of coffee?

Looks more like a Budweiser bottle to me.

Must be the Irish in me. :0)



To: Jim Willie CB who wrote (41501)9/16/1999 5:19:00 PM
From: Wyätt Gwyön  Read Replies (1) | Respond to of 152472
 
jim willie, re: cup of coffee, thanks for clarification, I was barking up the wrong metaphor--having "cup and saucer" in the back of my head, I was trying to imagine some physical coffee cup metaphor, as opposed to your coffee break. Make sure it's an espresso...no time to dawdle over an Irish coffee, wouldn't you say! Greg