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Technology Stocks : Stratex Networks, Inc. (STXN) -- Ignore unavailable to you. Want to Upgrade?

To: Shankar Kumar who wrote (1094)	9/17/2000 12:19:03 PM
From: Rob Preuss	Respond to of 1762

Nice post from Yahoo thread, re: Landis. > Over the last four years I've been investing in the > Firsthand Fund Family. I currently hold positions in the > Value, Leader & Communication Funds. Over the years I've > always made a point in setting up lists of other funds that > compare in profile just to see how they fare against one > another over the course of time. Landis's Funds are > consistently better performers. As I've monitored his > management of each funds holdings on a month by month basis > a common characteristic that presents itself is the length > of time he holds on to a company. It's very evident that he > opts for companies that provide a technology that will be > dominant in the marketplace for years to come. He also > believes in accumulating a position while the company's > share price is at a reasonable level. Case in point being > STXN and more recently PCOM. I firmly believe that is why > his funds outperform over an extended period of time. Over > the four years I've been tracking his funds I've never > witnessed him dumping a company in his top ten. I thought > it was interesting in this weeks Barron's article he made > the remark about NTRO being the fixed wireless company most > seem to be excited about but yet he doesn't own it in any > of his funds and back in June when NTRO was in the 20's he > would have had an opportunity but yet he didn't take > advantage of it. If I was a NTRO shareholder I would be a > little suspicious. Both STXN and NTRO are in his backyard > so he has access to a lot more info than any of us on this > board. There's a reason why he went with STXN instead of > NTRO and it will become clearer further down the fixed > wireless line. I know it was a tough week for STXN > shareholders but fifteen months from now this week will be > a faded memory being further diminished by a fast > approaching triple digit share price. Of course that being > after atleast one 2 for 1 split. Keep the faith.