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Technology Stocks
PBTCX: The Premier Telecom Fund
An SI Board Since May 2000
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Emcee:  SkyDart Type:  Unmoderated
Telecom is the glue that holds the new technologies together.

Many of the telecom companies are profitable and growing at rates faster than those of the internet.

Qualcom stock appreciated 2000% last year due to its CDMA technology. How does one take advantage of the huge growth rate of these companies?

Buying the fund PBTCX in 1999 would have returned 318%. This fund is managed by Jeff Wrona, a co-founder of the Munder Net Net Fund. Mr. Wrona is no stranger to volatility and has the guts to buy when the techs are down which contributes to this funds outstanding performance.

Currently its top ten holdings as of 3/31/00 include INSP, JDSU, BRCD, BRCM, RRRR, NSOL, SDLI, JNPR, VRTS, and SCMR.

This thread invites discussion of timing of entry [or exit] from the PBTCX fund as well as discussion as to its core holdings. Discussion on Telecom in general also welcome.

Current fund price NAV of 65.7
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10BUY SIGNAL: ALGX PBTCX now 75. NAZ showing emerging strength as are the SOX inSkyDart-8/17/2000
9 Thanks for the Updated Fund Info.... Mine was updated 3-1-00 via Scwhab site sSkyDart-6/18/2000
8 SKYDART,im also into pbtcx.made mucho money on it last yr[240%].lost bunch last52387674-6/13/2000
7 CANDLE REVERSAL PATTERNS on many of the TOP TEN TODAY: BRCD: +1%. Shooting StSkyDart-6/7/2000
6 FUND UPDATE: 6.6.00 Down 4% to 68.65. Time to load up IMO by averaging in thiSkyDart-6/7/2000
5 FUND UPDATE: PBTCX now up to 70. Another 16% last 2 trading days. Anyone witSkyDart-6/3/2000
4 FUND UPDATE 5-30-00: Bounce today. Whether we hit THE BOTTOM remains to be seeSkyDart-5/30/2000
3 REVERSAL DAY for many Telecoms and NAZ 100 in general. Fund should be going upSkyDart-5/22/2000
2 FUND UPDATE 5.19.00 PBTCX 58.06 -4.31 [-7.2%] ACTION: Added 20% to position SkyDart-5/20/2000
1 Ride the Telcom Wave with the safety of diversification [without sacrificing thSkyDart-5/17/2000
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