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

To: Stuart C Hall who wrote (114)	4/12/1999 3:05:00 PM
From: Tony Harper	Respond to of 213

OT!! Oh yeah, I'm in for more than six months. The way I invest it takes me twice as long to get half as far as anyone else! You very well may be right about buying CMGI back and not waiting for a correction that never happens. Thinking of splitting the cash half and half between CMGI and MSGI. Glad I sent me check in last week to WWWFX. Now I'm waiting to see when they will actually process my order. Tony

To: Stuart C Hall who wrote (114)	4/12/1999 3:12:00 PM
From: astyanax	Read Replies (2) \| Respond to of 213

Hey, Stuart. I'm still waiting for that post-split "correction" for DCLK so I can buy in directly. I think I'll be dead of Alzheimer's before it ever happens. Since I can't afford to at this moment, I guess I'll pump a little more into WWWFX to get more exposure... Tony - sorry you sold before a runup but hindsight's 20/20. I agree with Stuart(?) who thinks boxmakers are dogs right now. At least Net stocks didn't crash like some worried. Guess what I did today? I only held $400 in ATECX - Alliance Technology Capital. But I dumped all those shares today. Worth the 1% back-end early redemption charge, IMGO. I may plug some of it into Nets or Invesco Worldwide Communications. I don't want heavy exposure to semis (well, i just don't know semis very well) or boxmakers (which are becoming zero-margin, slower-growth commodities). As for Nets, just think about it, many people and funds are dedicated strictly to high-growth industries. And the Net is it. So there will be a high premium above fair valuation for these companies until the growth curve levels out. Then all hell will break loose. Witness Oracle, which collapses (on more than one occasion) when it's tremendous growth rate shows signs of slowing. But that may not happen with Nets for several more years. That's long-term, anything goes short-term. Cheers, Netconductor.com Stuart wrote: Tony, What is your time horizons on investments? I assume it's at least 6 months since you are posting here. Buy CMGI back, hold it for six months, you'll be happy. Waiting for a correction is not recommended until after it splits. Stuart