Compaq Message Board - Msg: 7873924

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Technology Stocks : Compaq

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To: Night Writer who wrote (48608)	2/17/1999 2:19:00 PM
From: John Koligman	Read Replies (1) of 97611

NW - Since I'm sitting on my hands watching the market go down, I took the liberty of searching the WSJ Interactive site for the Barron's article on Janus. It ran Jan 4th and featured an interview with head honcho Scott Schoelzel. He specifically stated in the article that he was reducing his exposure to Dell. I can post text if you want it. Here are his top holdings.... John Top 10 Holdings Company Percentage of Portfolio America Online, Inc. 12.2% Dell Computer Corp. 8.5% Microsoft Corp. 7.2 Time Warner, Inc. 6.3 Nokia Oyj (ADR) -- Class A 5.6 Cisco Systems, Inc. 5.4 Pfizer, Inc. 4.6 MCI WorldCom, Inc. 3.7 Warner-Lambert Co. 3.7 General Electric Co. 3.3 Total 60.5 As of 12/31/98 Source: Janus Capital

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