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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Juliet who wrote (30947)	9/2/2000 4:07:13 PM
From: willkm3	Read Replies (1) \| Respond to of 54805

Take a look at this G&K list... Firsthand Technology Leaders Fund June 30, 2000 GLW...Corning, Inc. 9.4% VTSS..Vitesse Semiconductor Corp. 7.4% WIND..Wind River Systems, Inc. 6.3% ORCL..Oracle Corp. 5.6% PMCS..PMC-Sierra, Inc. 5.3% SFA...Scientific-Atlanta, Inc. 5.0% SUNW..Sun Microsystems, Inc. 4.5% CSCO..Cisco Systems, Inc. 3.9% T.....AT&T Corp. 3.7% TLAB..Tellabs, Inc. 3.3% LU....Lucent Technologies, Inc. 3.2% XLNX..Xilinx, Inc. 3.0% QCOM..QUALCOMM, Inc. 2.9% AMKR..Amkor Technology, Inc. 2.8% AMAT..Applied Materials, Inc. 2.8% KLAC..KLA-Tencor Corp. 408,000 2.7% ALTR..Altera Corp. 2.6% TER...Teradyne, Inc. 2.5% NOK...Nokia Corp. - ADR 2.3% IBM...International Business Machines Corp 2.3% INTC..Intel Corp. 2.0% TXN...Texas Instruments, Inc. 1.8% EMC...EMC Corp. 1.8% A.....Agilent Technologies, Inc. 1.5% AOL...America Online, Inc. 1.5% MSFT..Microsoft Corp. 1.2% HWP...Hewlett-Packard Co. 1.2% CNXT..Conexant Systems, Inc. 0.9% The Firsthand managers have told me that they have read TRFM. This is their G&K fund. I wish they would stick to TRFM a little more closely, but they through in some non-GG companies just because they are the leader in a certain space. I mainly suggest it to family and friends who don't have, or won't take, the time to do what we do on this thread. At least you know the managers have a "Leaders" (GG)perspective. Some tech funds shift their focus from sector to sector and you never know what you might hold. Keith

To: Juliet who wrote (30947)	9/2/2000 4:53:10 PM
From: johnzhang	Respond to of 54805

Re: Nice Little G/K-ish Fund I selected Red Oak Technology Select Fund for my wife's Roth IRA. Besides the G/K-ish basket it offers, it's also nice to have every penny invested. Since there is an annual limit for IRA contribution, buying stocks in IRA account often leaves one with some cash balance, which in most cases doesn't even earn interests. John