Flying against this downdraft, Firsthand Funds has just opened an e-commerce fund, Firsthand e-Commerce.
Kevin Landis, chief investment officer of the Firsthand Funds, says several factors should be kept in perspective.
"Eventually, they're going to be right," joked Kevin M. Landis, who runs Firsthand Funds, which focuses on technology stocks.
"There is a lot of anticipation in this rally," said Kevin Landis, portfolio manager of Firsthand Funds in San Jose, Calif.
That view was echoed by Kevin Landis, the chief investment officer at Firsthand Funds, which had the top-performing sector fund for the quarter, Firsthand Global Technology.
Kevin Landis, chief investment officer of Firsthand Funds, an asset management firm, now has to weigh what to do with his piece of Facebook.
Kevin Landis, chief investment officer at Firsthand Funds, which bought Twitter shares on the private market, is an optimist about the company.
Firsthand Funds is seeking shareholder approval for merging Firsthand Communications into Firsthand Technology Value, which had $2.96 billion in losses on its books as of June 30.
"Do you really imagine that LinkedIn could have gotten this valuation if not for the excitement of Facebook?" asked Kevin Landis, the chief investment officer of Firsthand Funds, which rode the tech boom and bust a decade ago.
Kevin Landis, portfolio manager of the Firsthand Funds, a San Jose, Calif., mutual fund family that has $7 billion invested entirely in technology stocks, sounded sanguine about the Microsoft case and the outlook for technology stocks in general.
"There are lots of people who are seeing technology as the instrument for growth," said Steve Witt, a managing director at Firsthand Funds in San Jose, Calif., a mutual fund that invests exclusively in technology issues.
