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Strategies & Market Trends : The Internet Fund: WWWFX - Fund for the 21st Century? -- Ignore unavailable to you. Want to Upgrade?

To: Tony Harper who wrote (101)	4/10/1999 10:26:00 PM
From: astyanax	Read Replies (1) \| Respond to of 213

Yeah, the tech sector will crash at Monday's opening before making a half-hearted recovery. CPQ, a pathetic disappointment. Both weak demand and shrinking margins for now and the forseeable future bodes poorly. The big growth train supporting those lofty P/E's is not justifiable. But do you really think that's going to bring down the rest of the Net sector hard? My twisted mind is hoping so, because then I would plough in more $ to Nets, which have been going only up lately. But I was thinking that we may see something quite extraordinary - that Net stocks will not be dragged down very much by this. All the Tech funds and tech investors are going to move a larger portion of their money to a related growth area - Net stocks. People are starting to see that Box-assembly (CPQ) companies, although part of the glamorous high-tech industry, have much less of a bright future than the Net services sector. - Netconductor.com

To: Tony Harper who wrote (101)	4/10/1999 10:42:00 PM
From: astyanax	Respond to of 213

>I recall Mr Jacob saying he thought AOL was a bit pricey now. It is. Funny how all the mutual fund managers who've dismissed the Net sector are totally piling on to the AOL wagon nowadays. Those newly-converted "tulipmaniacs" are in a real frenzy over AOL - better late than never...maybe. Looks like YHOO, CMGI, and AMZN are finally near blue-chip status too. PS Self-critical reflections of the week: Someone please shoot me for thinking "My fav stock now is DCLK, I'm just going to wait for it to cool off after this split announcement frenzy dies down before buying" and it's gone up well over 100% since then. AND "I'm going to buy INKT, my second fav, once my ETrade account is opened" when it was at 75. Over two weeks later, my ETrade account is still slow in transferring my DLJ assets and now it's at 132. ARGH!! So little money, so many opportunities! Well, at least it's nice to see YHOO, a major holding of WWWFX get back to a "respectable" value with it's huge jump the last couple of weeks. Man, I'm sooo happy YHOO nabbed BCST, even if it will be a while before they reap the dividends (which will be soooo huge)... - Netconductor.com