Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (2230)	6/4/2000 9:01:00 PM
From: RR	Respond to of 13572

Greg: I might could have put my name on your follow-up post to me. I do almost identical as you. However, I can not juggle four balls. I can juggle three, behind my back, under my leg, too. Hee hee hee.... Rick

To: Boplicity who wrote (2230)	6/4/2000 11:24:00 PM
From: Boplicity	Respond to of 13572

From The SDLI thread and article about the Fund I invest in. PBHG Technology & Communications fund (PBTCX <<SMARTMONEY.COM: Reversal of Fortune By DAWN SMITH and HAYLEY GREEN NEW YORK -- Just when May looked like a washout for technology funds, they made a comeback in the eleventh hour. Overall, tech funds still fell 3.5% in the past month, but they sprang to life in the week ended Thursday, rising 14.3%. Fueling this performance was the Nasdaq Composite Index, which rose 11.8% over the past five days, including a record-setting rally of 7.94% on Tuesday. Optimism was rampant at the )PBHG Technology & Communications fund (PBTCX, which climbed 20.9% this week, making it the best-performing U.S. stock fund for the period, according to Lipper. And portfolio manager Jeff Wrona didn't want to see it end. Thrilled to see the Nasdaq up 200 points in the midafternoon, he added, "Hopefully it will be at 300 by day's end." After restructuring the fund's portfolio in March and April, when he sold off many larger stocks, today Wrona is relying on smaller stocks, such as Web infrastructure company InfoSpace (INSP), fiber-optic chipmaker SDL (SDLI) and Sycamore Networks (SCMR), all among the portfolio's top 10 holdings and top performers for the week. Robert Horton, portfolio manager at Scudder Technology (SCUTX), up 18% this week, also watched SDL shine. But he notes that the company has been reporting good news for most of the past two months. "Even under bad conditions it was overperforming because it has great fundamentals," Horton says. Other stocks standing out in the portfolio are Applied Materials (AMAT) and Micron Technology (MU). Among Firsthand Funds' five tech funds, Firsthand Technology Innovators (TIFQX) and Firsthand Technology Value (TVFQX) stood among the top five U.S. stock funds this week, up 19.3% and 18.5%, respectively. Citing a buy-and-hold strategy that has guided the portfolios through the recent volatility, manager Kevin Landis sees strength in optical networking and digital-subscriber lines, two areas in which Firsthand is getting "about as much exposure as we can get," Landis says. In the optical-networking arena, Landis likes Corning (GLW), which is building off its historical strength in the fiber sector by putting together a fuller suite of technology products. Another pick is DSL player GlobeSpan (GSPN), which is selling to giants such as Lucent Technologies (LU) and Cisco Systems (CSCO). . . . >>>>>>>

To: Boplicity who wrote (2230)	6/5/2000 12:12:00 AM
From: Boplicity	Read Replies (1) \| Respond to of 13572

During the gold rush, the people that made the real money were not miners, it was the pick and shovel makers, the same is true about the internet. The above is one of the reason I'm bought the stocks I bought last week. Below is nice article that goes right along with my thinking. Internet Builders Lead Market Recovery hit the below link for the rest of the story. dailynews.yahoo.com Furthermore, you can compare the Internet to the restaurant industry of all things. I have from time to time invested in the restaurant industry. Nearly every single restaurant stocks that gets hot flames out, from over building, failure to carry out the plan, saturation of the market, or just plain old story getting stale. I see the same thing happening in the dot.com shake out for the retailers with the added problem of the old economy companies going online. I said a two years ago, that soon the term Internet company would disappear, that is happening now, since all companies will be on the net. I'm saying now the term old economy will also go to the wayside. So it's a now brainer. Why not invest the companies that will be making the Internet infrastructure, be it software, semiconductors or hardware, and not bother with the actual users of the infrastructure? Furthermore, most of us know how fast outdated high-tech gear becomes just by looking at how far PCs have come and still need to go. So as every company, (you can add household to this thinking, becomes more integrated to the Internet, the amount of equipment the become included in the constant upgrade cycle will only grow exponentially, feeding on itself. simple, very simple to see. most si'rs should know this by now.... Greg