| BUSINESSWEEK ONLINE : JUNE 14, 1999 ISSUE | ||||||||
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| COVER STORY
For the Record: Ryan Jacob Ryan Jacob, 29, is manager of the Internet Fund, one of this year's top-performing mutual funds. His fund was up 95.2% through May 28. ON WHETHER AN INTERNET STOCK IS A GOOD BUY Quantitative measures are important. But more important are qualitative assessments. Look for companies with potentially high long-term value, and don't trade rapidly in and out of Net stocks. ON HIS FAVORITE SECTORS My focus is on media and content companies that have the potential to be highly profitable because of their low fixed costs. I also like E-commerce companies such as eBay and companies building the Internet infrastructure. ON SECTORS TO AVOID Avoid E-brokers and E-banks. Their costs of attracting new customers are too high. _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ |
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 RELATED ITEMS Tech Stocks: Technical Difficulties? Not Really TABLE: Prime Pickings for Tech Investors For the Record: Ryan Jacob INTERACT E-Mail to Business Week Online | |||
