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Technology Stocks : SDL, Inc. [Nasdaq: SDLI] -- Ignore unavailable to you. Want to Upgrade?

To: jung, haeoh who wrote (1700)	6/12/2000 7:58:00 PM
From: $Mogul	Respond to of 3951

Congrats, this stock gets Oinker of the Year..this PIG is fatter then stuffed porkschops..... wowo..incredible daytrader/Gamblers have bid this up so high...actully most should have there head examined...

To: jung, haeoh who wrote (1700)	6/12/2000 8:40:00 PM
From: pat mudge	Respond to of 3951

OT --- Re: MRVC, if management can pull off what it's promising, you'll have a good investment. How many of their holdings are profitable? How will spin-offs be handled? What's the attrition rate from companies they've purchased? What's their business model based on? Rhetorical questions, but ones anyone looking at the company should consider. Okay, back on topic, this just came out from SmartMoney: June 12, 2000 -------------------------------------------------------------------------------- SMARTMONEY.COM: Telecom Calling By DAWN SMITH NEW YORK -- The telecommunications sector is back from the dead. After sliding almost 20% from their March peak, telecom funds have gained more than 18% in the past two weeks. The recovery has been led by wireless stocks like Ericsson (ERICY), up 19.7% and Nokia (NOK), up 21.7%. Wireless is leading the charge because earnings in the wireless group are expected to rise at about twice the rate of fixed-line telecom stocks. As a result, there's been a real split in the performance of telecom stocks. According to our Sector Tracker, wireless stocks have soared 97.3% over the past year while fixed-line telecom stocks have fallen an average 14%. At least two new funds are zeroing in on that hot wireless market - Guinness Flight Wireless World fund and Value Line's Wireless fund (WIREX), both launched this spring. Is this telecom recovery for real? Don't expect returns like last year. Even though many of these stocks are still down 20% or more from their March highs, they're not cheap. "There are lots of growth opportunities in telecom," says Christopher Traulsen, Morningstar analyst. "But part of the problem is that growth got priced into the companies at the end of 1999." If you're interested in the sector, you should probably invest by dollar cost averaging. In other words, invest a portion of your money each month in order to eliminate the chance of investing all your money at the market peak. To identify the best diversified telecom funds, we used our Fund Finder to screen for no-load telecom funds with one- and three-year returns of at least 30%, an expense ratio below 2% and a minimum investment of less than $5,000. Actually, three of our funds require initial investments of only $1,000; our pick from Warburg-Pincus fund calls for $2,500. Importantly, if you already own a technology fund, adding a telecom fund to the mix may be redundant. These sectors are both volatile and often move in lockstep. Invesco Telecom This is the only one of our four funds to report a positive return so far in 2000. Even though recent top holding satellite-television provider EchoStar Communications (DISH) is down 21.2% so far this year, the fund's other top positions have climbed. As a result, the $3.4 billion Invesco Telecom fund (ISWCX) is up 7.6% year-to-date. Portfolio manager Brian Hayward, who also runs the Invesco Utilities fund (FSTUX), has achieved outstanding returns since taking over this fund in 1997. In fact, last year the fund soared 144.3%. Hayward invests based on themes and doesn't pay too much attention to valuations, though he does look for expanding profit margins. The fund is currently focused on the migration of voice and data traffic to wireless networks, communication deregulation and the growth in data traffic, according to Morningstar. And recently Hayward began adding private venture investments to the fund's portfolio. Lately, the fund has been getting the strongest returns from its semiconductor holdings like SDL (SDLI), up 129.4% year-to-date; PMC-Sierra (PMCS), up 134.2% and Applied Micro Circuits (AMCC), 66.2%. Among the stocks rounding out the fund's top 10 holdings are, tech standards such as JDS Uniphase (JDSU) and Cisco Systems (CSCO) and telecom-equipment providers such as Nokia and Nortel Networks (NT). . . .