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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Glenn who wrote (28725)	4/17/1999 4:37:00 PM
From: MARK C.	Respond to of 90042

I bought units in The VanKampen Internet Trust series 10 almost a year ago and up about 75%. They hold about 25 companies in their portfolio. All the nuts and bolts of the internet and few like IDTC, Sportsline USA. I like what I am hearing about PCLN.

To: Glenn who wrote (28725)	4/18/1999 5:44:00 AM
From: Waldeen	Read Replies (2) \| Respond to of 90042

Glenn, thoughts on planting tulips... 357mag added ATHM to your list Message 8984102 ATHM and AOL have been fantastic this year, but before buying would comment that IMO they are both "filling-the-gap" so to speak from their recent runs. As, evident by the last week's volatility in these two issues. Both being off their highs, either seems a good entry, but going in may mean accepting some more near-term shaking. Before they resume their parabolic behavior? No big deal. Assuming the market holds, AOL should quickly settle then run into earnings IMO. Consider adding BRCM to your list. They make the chips that go into cable modems, digital set-top boxes, routers, and switches, including chips for xDSL. Count MOT, CSCO, INTC, GIC, and COMS as their customers or investors. (Interesting note is that one way Intel made their quarter this week was by selling BRCM shares they have held since the IPO.) A semiconductor company that has been lumped as internet since IPO and has real earnings. Earnings will be out Tuesday, whisper number is $0.16 or $0.02 above estimates: earningswhispers.com Note that the earnings are 4/20 not 4/22 as on earningswhispers.com. This company is often hyped as the next Intel. Possible. But, similarities to Cisco are stronger to me. Other ways to approach tulips are the Internet Mutual Funds. I just put ~10% of my long term portfolio into them. Half to the well-known Munder NetNet and half into the slightly more aggressive Monument Internet Fund cnnfn.com Please don't ask me how one internet fund can be more aggressive than another! ;-) my thoughts, Waldeen