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Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?

To: John B. Wilson who wrote (6412)	5/13/1999 3:34:00 PM
From: James	Read Replies (1) \| Respond to of 17183

Nothing to worry about. Go to sleep, wake up around X-mas & see EMC at $150 (pre-split). A solid 40% gain from these levels. I'll take that any day. James

To: John B. Wilson who wrote (6412)	5/13/1999 3:40:00 PM
From: JustMy2Cents	Read Replies (1) \| Respond to of 17183

Top Performing Fund Managers Speak At California Mutual Funds Association Conference SAN FRANCISCO--(BUSINESS WIRE)--May 13, 1999--The California Mutual Funds Association is holding a portfolio managers conference for Registered Investment Advisors and Investment Professionals on May 18, 1999 in San Francisco to discuss current market conditions, Year 2000 issues and profile five of California's no-load mutual fund companies. "We are very excited to discuss our portfolio management strategies with professionals who are using our funds or want to find out more about our funds", stated Nick Gerber, president of the Association. The California Mutual Funds Association is made up of five fund families. The founding fund family, Ameristock Fund (AMSTX) has a 5 star rating from Morningstar. Ameristock is a growth and value fund that owns American companies with a market capitalization of at least $20 billion. Ameristock fund has easily beat the average gains of all growth and value funds with returns of 28% in 1996, 33% in 1997 and 32% in 1998. Other fund families that will be featured at the conference include the Berkshire Capital Growth & Value Fund (BFOCX), which was honored as the 1998 Rookie Fund of the Year by Mutual Funds Magazine.This fund has been compared to Janus Twenty and was the 5th best performing fund of all US funds in 1998 with a 104.2% return and 27.8% the first quarter of 1999. "We're located in Silicon Valley and we have a first-hand view of everything that is happening in technology and the primary goal of our fund is to invest in the large-cap technology stocks. The Cisco Systems (Nasdaq:CSCO), the Microsofts (Nasdaq:MSFT), America Onlines (NYSE:AOL), EMC (NYSE:EMC) -- our four biggest positions. We're very, very bullish going forward in technology" stated Malcolm R. Fobes III the manager of Berkshire Capital Growth & Value Fund. Michael Boyle of the Boyle Marathon Fund will also speak at the conference. According to Lipper rankings, Boyle Marathon Fund was the second best performing "growth and income" fund out of 784 for the 12 months ending March 31, 1999 and the second best fund over the last 3 months out of 878 funds in the category, with returns of 52.39% and 22.02%, respectively. According to Morningstar, the fund is the only one focused on only 4 segments of the economy. The fund is co-managed by the husband and wife team of Michael and Joanne Boyle, whose prior experience is working for and competing with many of the companies in the fund. The fund has had a tax efficiency of 100%. The fund's top holdings include E-Trade (Nasdaq:EGRP), Gap (NYSE:GPS), Merck (NYSE:MRK) and AOL (NYSE:AOL). Also present at the conference will be Tom Thurlow, portfolio manager of the Thurlow Growth Fund. Thurlow Growth had a return of 44% for 1998, and Lipper recently ranked Thurlow Growth the second best-performing diversified growth fund for the first quarter of 1999 with a 38.6% quarterly return. Thurlow Growth is an "all-cap" diversified fund, and is not tied to any particular sector of the stock market. Currently, Thurlow Growth invests in such diversified companies as Gemstar International Group Ltd. (Nasdaq:GMST), Lucent Technologies (NYSE:LU), Knight-Trimark Group (Nasdaq:NITE), and Conextant Systems (Nasdaq:CNXT). Ross Provence and Jeff Provence will speak at the conference about the Value Trend Funds and give their views on the year 2000 issue. Ross Provence is the manager of the Value Trend Large Cap Fund, a large blend fund that focuses on companies with a $5 billion market capitalization or larger. Jeff Provence is the manager of the Value Trend Links Fund which invests in golf stocks and companies that sponsor major golf tournaments. The 1999 first quarter return for the Links Fund was 5.60%, topping the S&P 500's gain of 4.98%. Holdings in the Links Fund include Callaway Golf (NYSE:ELY), Fortune Brands (NYSE:FO), MCI Worldcom (Nasdaq:WCOM), and AT&T (NYSE:T). Gerber cited several key factors advisors may want to consider in selecting funds for their clients. Managers of smaller funds are accessible. "If an investment advisor is using our fund, I am happy to have a telephone conference with the advisor and his clients," stated Gerber. Another important factor for smaller funds is that they may not have large capital gains build up and capital gains distributions. The conference will be held May 18, 1999 at 11:30 a.m. to 1:30 p.m. in San Francisco at 44 Montgomery Street (at Bush) 39th Floor. For more information on the conference please contact Nick Gerber at 925/376-3490 or Jeff Provence at 800/547-8092 or visit the Value Trend Web page at valuetrend.com. Seating will be limited. Press is welcome.