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Technology Stocks : America On-Line: will it survive ...? -- Ignore unavailable to you. Want to Upgrade?

To: THE PHANTOM who wrote (12544)	12/19/1998 2:21:00 AM
From: LindyBill	Read Replies (1) \| Respond to of 13594

I have only about 15% of my portfolio in a no load fund. Sounds good Phantom, but even the "no loads" grind you a management fee each year, don't they? What I don't like about Mutual Funds is that they can't take more than a 5% position in any company, and have to buy so many companies that they end up with some dogs that drag their performance down each year. I remember Lynch, in his book, complaining that he could not buy all the Chrysler or Fannie Mae he wanted, because of this.

To: THE PHANTOM who wrote (12544)	12/19/1998 10:44:00 AM
From: chirodoc	Respond to of 13594

To: Russ LaCava (8611 ) From: chirodoc Saturday, Dec 19 1998 10:42AM ET Reply # of 8613 barrons info on meekers best net stocks Despite scanty profits, Internet stocks as a group have soared in value. In this brave new world, Mary Meeker has emerged as the most influential Wall Street analyst. Her favorites include America Online, Yahoo, Amazon.com and @Home. The companies are ranked based on their market values. Meeker's Favorites 1 America Online $89.25 294% 03/19/92 $0.46 40,269% $40.3 11.8 190 2 Yahoo! 191.25 452 04/12/96 4.33 4317 21.9 102.1 445 3 Amazon.com 222.25 638 05/14/97 9.00 2369 11.2 18.2 NM 4 @Home 65.63 161 07/11/97 10.50 525 7.6 136.7 NM 5 eBay 188.50 947 09/24/98 18.00 947 7.0 135.5 1047 6 Netscape 38.13 56 08/08/95 14.00 172 3.7 5.8 3813 7 Inktomi 125.38 597 06/10/98 18.00 597 2.9 88.4 NM 8 Excite 49.06 227 04/03/96 8.50 477 2.5 14.0 NM 9 Lycos 52.44 153 04/01/96 8.00 555 2.2 22.2 NM 10 Network Solutions 107.00 715 09/26/97 18.00 494 1.7 16.9 165 11 EarthLink Network 57.38 346 01/21/97 6.50 783 1.6 8.2 NM 12 MindSpring Ent 58.88 425 03/14/96 2.67 2108 1.5 13.2 190 13 Infoseek 41.19 283 06/11/96 12.00 243 1.3 16.9 NM 14 Check Point Soft 36.13 Ð11 06/28/96 14.00 158 1.3 9.1 21 15 ETrade Group 26.25 14 08/16/96 10.50 150 1.3 4.6 NM 16 RealNetworks 34.00 145 11/21/97 12.50 172 1.1 16.1 NM 17 VeriSign 48.50 246 01/29/98 14.00 246 1.1 26.1 NM 18 Broadcast.com 64.00 256 07/17/98 18.00 256 1.1 59.6 NM 19 GeoCities 32.75 93 08/11/98 17.00 93 1.0 45.7 NM 20 Exodus 46.50 210 03/18/98 15.00 210 0.9 15.7 NM Based on calendar 1998 earnings. NM indicates expected loss -------------------------------------------------------------------------------- URL for this Article: interactive.wsj.com.