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Strategies & Market Trends : Firsthand Funds - Month by Month Comparisons -- Ignore unavailable to you. Want to Upgrade?


To: astyanax who wrote (10)5/9/2000 9:03:00 PM
From: LemonHead  Read Replies (1) | Respond to of 22
 
No relation to Johnny Lemonhead. Is that a real name or handle like mine?

Pretty good questions over at Morning Star, most have drifted off of TCFQX. I would have to be basic. Like the ATT? The top ten holdings as of the end of March are:

T AT&T Corp. 1,275,000 $56.25 $71,718,750 8.6%
VTSS Vitesse Semiconductor Corp. 500,000 $96.25 $48,125,000 5.8%
VSTR Voicestream 300,000 $128.81 $38,643,750 4.6%
CNCX Concentric Network Corp. 599,750 $55.00 $32,986,250 4.0%
LVLT Level 3 Communications 304,600 $105.75 $32,211,450 3.9%
FIBR Osicom Technologies 286,500 $112.25 $32,159,625 3.9%
FNSR Finisar Corp. 185,000 $146.51 $27,105,390 3.3%
WCG Williams Communications Group 528,000 $51.81 $27,357,000 3.3%
AFCI Advanced Fibre Communications, Inc. 400,000 $62.68 $25,075,000 3.0%
QCOM QUALCOMM, Inc. 165,000 $149.31 $24,636,562 3.0%

Why?

Keith