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Technology Stocks : Wind River going up, up, up! -- Ignore unavailable to you. Want to Upgrade?

To: James Connolly who wrote (9104)	1/21/2001 5:14:45 PM
From: CFA	Read Replies (2) \| Respond to of 10309

Firsthand Funds update: Good to see that Kevin Landis' funds continue to hold a substantial position in WIND. As of 11/30/00, WIND is shown as the top holding for both the Tech Leaders Fund and the Tech Value Fund. Keep in mind that, as Allen Benn mentioned many months ago, most of Kevin Landis' top holdings are many multiples of WIND's market cap. Apparently, Kevin Landis continues to see something special in WIND. Tech Leaders Fund: Date..............Shares........% of assets 1/31/00.............663,000.....4.5% 2/29/00.............941,000.....8.3% 3/31/00...........1,191,500.....5.4% 4/30/00...........1,436,500.....7.2% 5/31/00...........1,456,500.....7.3% 6/30/00...........1,456,500.....6.3% 7/31/00...........1,456,500.....5.5% 8/31/00...........1,456,500.....6.4% 9/30/00...........1,456,500.....8.4% 10/31/00..........1,143,000.....6.6% * as of 11/30/00, WIND is shown as the fund's top holding, although a specific breakout isn't shown. firsthandfunds.com Tech Value Fund: Date..............Shares........% of assets 1/31/00.............790,000.....1.3% 2/29/00...........1,610,300.....2.5% 3/31/00...........3,859,800.....3.4% 4/30/00...........5,231,800.....6.1% 5/31/00...........5,639,300.....6.1% 6/30/00...........5,821,800.....5.4% 7/31/00...........5,891,800.....4.6% 8/31/00...........5,891,800.....5.0% 9/30/00...........5,891,800.....6.2% 10/31/00..........5,891,800.....5.7% * as of 11/30/00, WIND is shown as the fund's top holding, although a specific breakout isn't shown. firsthandfunds.com