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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?


To: LAWRENCE C. who wrote (20079)6/2/2000 1:12:00 PM
From: Ditchdigger  Respond to of 29382
 
<lol!!> was just going to post to you--Nice trade!!..Heard an analyst on CNBC saying the best performing division of GE is gas turbines...back to work,,,major t-storms coming in..;^)

PS: was playing it safe/buffered today before the employment numbers, had moved my IRA to overseas funds..now I want a tech end of the day selloff<g>..the top ten of JAOSX are basically all telecom, so still had some pretty good tech exposure



Top 10 Holdings
Top 10 Holdings as of 03/31/2000

Check Point Software Technologies, Ltd.

China Telecom, Ltd.

COLT Telecom Group PLC

JDS Uniphase Corp.

Legend Holdings, Ltd.

Nokia Oyj

NTT Mobile Communications Network, Inc.

Sony Corp.

Telefonaktiebolaget L.M. Ericsson

Vodafone Airtouch PLC

Total (% of Portfolio) 32.72%
.............
Top 10 Industries 04/30/2000

% of Portfolio

Cellular Telecommunications 16.30%

Telecommunication Equipment 10.20%

Telecommunication Services 7.30%

Telephone - Integrated 5.20%

Electronic Components 3.73%

Computer Software 3.21%

Cable Television 3.04%

Computer Services 2.22%

Oil Companies - Integrated 1.92%

Medical - Drugs 1.86%

Total 54.97%