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Strategies & Market Trends : The Internet Fund: WWWFX - Fund for the 21st Century? -- Ignore unavailable to you. Want to Upgrade?

To: Tony Harper who wrote (206)	3/8/2000 11:10:00 PM
From: rkf	Respond to of 213

Tony, check the Warburg Pincus family of funds. I'm in their Japan Small Company and Post Venture Global Funds and wish I were in their Global Communications fund (the latter is more big cap phone companies). Very pleased with Post Venture Global - Japan Small Company is getting beat up right now. Janus Global Tech is almost a good one - but closed to new investors now. Kent

To: Tony Harper who wrote (206)	3/9/2000 7:13:00 AM
From: astyanax	Read Replies (1) \| Respond to of 213

Hey Tony. I agree with the other guy that Janus Global Tech is a great fund, but is closed. The Internet Fund (Kinetics, actually) has come out with a global Net fund: kineticsfunds.com weighted heavily towards telecomm. The only other fund I can think of is somewhat similar to Janus, it's Dresdner RCM Global Technology, I think its DRGTX, and I think a minimum of $5000, which may be a little high. The global markets are indeed poised for a lot of pure growth, if that's what you're looking for. I believe you're a fellow INSP holder (btw, good call on HLIT, really great company, the broader markets have finally come to appreciate it), which gives you some int'l exposure. Here's the int'l angle on that stock: === InfoSpace CEO -2: Latest Buys To Boost Revenues In 2000 By Anthony Palazzo 12/06/1999 Dow Jones News Service (Copyright (c) 1999, Dow Jones & Company, Inc.) In 2000, wireless services will make up an estimated 40% of InfoSpace . com 's revenue, Jain said, up from the previous estimate of 5% to 10%. One-third of the company's revenue will come from international sources in 2000, [CEO Naveen] Jain said. ===== Good luck. - Netconductor.com >>Tony Harper wrote: Hey Net, do you know of any mutual funds that specialize in Overseas Internet companies. I'm thinking the big run over there has not happened just yet and it may be time to look in that area. What you think?? Tony