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

To: Victor Lazlo who wrote (9231)	2/28/2001 8:13:37 PM
From: Bill Fischofer	Read Replies (1) \| Respond to of 10309

Re: Landis I've been wondering the same thing. I believe in his most recent filings Landis disclosed he owns something like 7.5% of WIND in his two funds. That's great as long as he's buying but can wreak havoc if he's faced with any redemption pressure by fundholders in light of the continuing NASDAQ "correction". When a fund is experiencing net outflows the manager is forced to sell to meet redemptions regardless of what he may think of the value of his holdings. Some skittishness in front of tomorrow's earnings report might be expected in this market but the severity of the slide over the past few days suggests that there are other factors at work.

To: Victor Lazlo who wrote (9231)	2/28/2001 11:01:35 PM
From: tom ablett	Read Replies (1) \| Respond to of 10309

Kevin was on CNBS yesterday and said that he wasn't selling any of his tech stocks and that you had to be in the best ones for the long term. He was asked if he wouldn't have been better to take some profits earlier and put some in income bearing instruments and he sort of laughed it off. That's not in his prospectus. The better word for this escapes me. I didn't think he had the normal bullish air about him. I used to have 1000 shares but only kept 200 , probably a mistake. Tomorrow will be interesting. Tom A.