isn't the only stock that
Amerindo Technology's Alberto Vilar has been
selling lately. He's been beefing up on other Internet holdings, while getting further away from his biotech roots.
According to the fund's most recent annual report, Vilar sold shares of integrated circuit software firm
, telecom systems developer
and biotech firms
during the second half of last year.
At least, those holdings were in his semiannual report for last June, and they weren't listed as holdings in his annual report for Dec. 31, 1998, filed with the
Securities and Exchange Commission
March 1. Vilar was not available for comment over the course of two business days for this story.
Another onetime holding absent from Vilar's portfolio at the end of 1998 was data analysis firm
. That company merged with financial management specialist
, now known as
in August 1998, which wasn't in Vilar's December 1998 portfolio, either.
To replace these companies, Vilar went more heavily into Internet stocks like
and online auctioneer
. He also bought
, which makes broadband semiconductors, and
, which develops applications for Internet search engines.
Vilar doubled his stake in processor maker
to 160,000 shares and sold off 85,000 shares of beleaguered enterprise software developer