Check The News On GOOG
September 11, 2004
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Reader Niall writes: Facebook seems a lot less hot than when Mark was on stage a year ago. Many key employees, including co-founders, have left the company. What is Facebook doing to remain an employer of choice in Silicon Valley? »
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“ No one has died working security for an early morning Amazon sale... Definitely preferred way to sh ...”» - says
“ All that would happen is that they'd all die sooner. SO... what's needed are new economic paradigms ...”» - says
“ I bet it was a bug too, but if it was intentional, it failed miserably with me. I was annoyed that A ...”» - says
“ I suspect part of what's happening is the substitution effect is finally becoming very clear with re ...”» - says
“ I don't think Google will shrink in annual revenue(ofcourse barring this recession period), what we ...”» - says
“ Me Too! At 58 years old I've lived this transition. When I stop to think of how this explosion of ...”» - says
“ I agree, John -- and it's interesting to note that ICANN is now in the process of once and for all s ...”» - says
“ It was a technical problem, not a conspiracy. I stopped getting email alerts for a while; there was ...”»
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Comments
John what's interesting from the actual fund stats below, is that IT & Healthcare contribute for over 60% of this 21.7bn fund - especially whne you take into consideration who Google recently appointed on the board:
Arthur D. Levinson has served as a member of our board of directors since April 2004. Since 1995, Art has served as a member of the board of directors of Genentech, a biotechnology company
Fund stats
Holdings
Top Ten Holdings as of 06/30/2004
PFIZER INC
MICROSOFT CORP
NETWORK APPLIANCE INC
QUALCOMM INC
YAHOO INC
UNITEDHEALTH GROUP INC
CELGENE CORP
SEPRACOR INC
GENERAL ELECTRIC CO
RED HAT INC
22.80% of the portfolio
Total Holdings 250
Major Market Sectors as of 07/31/2004
Consumer Discretionary 8.8%
Consumer Staples 9.7%
Energy 3.8%
Financials 4.7%
Health Care 28.5%
Industrials 9.5%
Information Technology 33.0%
Materials 0.0%
Telecommunication Services 0.0%
Utilities 0.0%
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