Bob Grandhi
Bob Grandhi
close growth internet maybe opportunity percent room underlying
The underlying growth opportunity of the Internet is enormous. We have only about 40 percent penetration in the U.S., and maybe close to 15 percent abroad. So there's lot of room to grow.
few funds good great growth internet last net prospect
In the last few days, most Net funds were up 20-to-25 percent. The Internet is a good long-term prospect with great growth opportunity.
broader cover internet invest number stocks tend within
What we try do is cover a broader representation of Internet stocks for our investors. So we tend to invest in a number of sub-segments, within the Internet sector, B2C, B2B, infrastructure software, infrastructure hardware, and so on and so forth.