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Technology Stocks : ZORAN jpeg/dvd moguls -- Ignore unavailable to you. Want to Upgrade?

To: helkel who wrote (1415)	7/8/1999 11:19:00 PM
From: Dan Vellucci	Read Replies (1) \| Respond to of 1486

Patience ZRAN folks; something must be cooking, otherwise Kevin Landis wouldn't be adding ZRAN shares to Firsthand Funds' Technology Value and Technology Innovators funds. Over the last year as I've checked their monthly holdings updates, I've noticed that when they make a sizable increase or new addition to their portfolios they are not just taking shots in the dark. If they are initiating or adding ZRAN positions it means they expect good things in the not too distant future. I'm tempted to unload those CUBE shares and follow Landis' lead. I mean, he could just as easily have bought shares of any other company in the DVD silicon game, right? So why did he purchase--and then add more the next month--ZRAN ?