Intel Strategy for Achieving Wealth and Off Topic Message Board

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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic

INTC 36.78

+2.7%

Nov 26 3:59 PM EST

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To: Tony Viola who wrote (21914)	12/28/1998 5:52:00 PM
From: Sonny McWilliams	Read Replies (3) of 27012

Hello Tony. I just received my Winter Janus Twenty report. Here are the 10 top holdings as of Oct. 98. The fund was up over 60% last time I checked. No wonder, since AOL is his 2nd biggest holding. Dell 10.7% AOL 7.4 Msft 7.3 TWX 5.8 Pfe 5.6 WLA 5.5 Noka 5.2 Csco 4.8 GE 3.9 WCOM 3.5 He said that their positions in Dell, Msft and AOL added significantly to the performance of their fund. Now again: This is probably all from Oct.98. I am sure that AOL ranks No.1 in contributing to the funds wealth now. gg. Hm. I guess I had better get on the ball and get Csco, TWX and GE. Still don't have Msft again and missed the boat on Amzn today when it was up only 1 point near the end of the trading day, before making its ascend again. Happy New Year. Sonny The manager is S. Schoelzel. Hm, like in E. Pfeiffer. gg. About the internet stocks he states something like: I genuinely believe the internet will be the single most influential phenomenon affecting our lives over the next 10 years, blah, blah. BTW, 100% of his personal portfolio is invested in the Janus Twenty. That's a manager after my own heart.

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