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Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: Larry J. who wrote (23577)	11/15/1997 12:23:00 PM
From: Carmine Cammarosano	Read Replies (1) \| Respond to of 61433

Wouldn't it be nice if we could see what mutual funds are buying and selling? It seems to me that we should be able to get the information several weeks after the transactions have been done...but where?

To: Larry J. who wrote (23577)	11/15/1997 7:06:00 PM
From: Harry Ehrlich	Read Replies (1) \| Respond to of 61433

Larry, I checked Morningstar and they show the following top 10 holdings for Tech Value and their percentage of portfolio. I assume Cascade Communications represents Ascend shares now. PMC Sierra 8.93 Cisco Systems 8.02 Lattice Semiconductor 5.72 Arterial Vascular Engineer 5.64 3Com 5.43 Avant! 4.64 Cascade Communications 4.32 Mariner Health Group 3.82 Level One Communications 3.60 EndoSonics 3.40 Very interesting top 10. Cisco Systems and Arterial Vascular Engineering have been stellar performers recently. Harry ÿ ÿ ÿ ÿ ÿ ÿ ÿ

To: Larry J. who wrote (23577)	11/15/1997 9:33:00 PM
From: Harry Ehrlich	Respond to of 61433

I found a more current site than Morningstar for mutual fund holdings. My broker (Discover/Lombard) offers free research from Thomson Financial. This should be available directly from Thomson and from other sites as well. They give the top 20 holdings. Here's TVFQX. The Ch Shrs column shows the change in shares since the last report. I am assuming that shares are in thousands and $ are in millions. Report as of: Nov 2, '97 Technology Value Fund HOLDINGS - TOP 20 COMPANIES Company Ticker Ch Shrs Shrs Hld % Held Market Val($) ENDOSONICS CORP ESON 0 439 3.24 6.44 PMC-SIERRA INC PMCS 140 370 1.26 9.44 MARINER HEALTH GROUP MRNR 269 269 0.92 4.24 QUALITY SEMICNDUCTOR INC QUAL 33 238 3.30 3.15 CARDIOTHORACIC SYS INC CTSI 200 200 1.48 1.47 ARTERIAL VASCULAR ENGR INC AVEI 91 191 0.62 10.58 ASCEND COMMUNICATIONS INC ASND 0 179 0.15 5.80 AVANT CORP AVNT 156 156 0.61 4.55 LEVEL ONE COMMUNICATIONS INC LEVL 74 153 0.75 6.15 IOMEGA CORP IOM 60 150 0.12 3.92 IKOS SYSTEMS INC IKOS 5 150 1.76 1.88 3COM CORP COMS 52 131 0.07 6.73 CISCO SYS INC CSCO 50 130 0.02 9.50 ENDOCARDIAL SOLUTIONS INC ECSI 120 120 1.36 1.64 LATTICE SEMICONDUCTOR CORP LSCC 50 110 0.48 7.16 SILICON VY RESH INC SVRI 0 110 0.66 0.12 MEDTRONIC INC MDT 40 80 0.02 3.77 TRIQUINT SEMICONDUCTOR INC TQNT 10 80 0.95 2.90 HMT TECHNOLOGY CORP HMTT 60 60 0.15 0.94 CARDIOVASCULAR DYNAMICS INC CCVD 7 56 0.61 0.45