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To: Meathead who wrote (134251)6/23/1999 11:21:00 PM
From: OLDTRADER  Respond to of 176388
 
RE:Meathead/Janus-Well if they reduced today then I bought some of their stock-we will see who's right.wbm



To: Meathead who wrote (134251)6/23/1999 11:31:00 PM
From: stockman_scott  Read Replies (1) | Respond to of 176388
 
Re Janus 20...

<<Assuming no change in AOL and Dell position to date, on Feb 1 their holdings would have been AOL 11.5%, Dell 8%. Does anyone remember what it was back then?>>

Meathead: Good points...I think you may be right.

Best Regards,

Scott



To: Meathead who wrote (134251)6/23/1999 11:58:00 PM
From: freeus  Respond to of 176388
 
"back then" it was AOL 16% and DELL 11%.
Freeus (Janus 20)



To: Meathead who wrote (134251)6/24/1999 1:19:00 AM
From: stock bull  Read Replies (1) | Respond to of 176388
 
Meathead, re:<< I think they probably reduced only slightly, and the price movements of the underlying issues repositioned them>> I was under the impression that the position in the Janus list is based on the percentage of shares held, not the capitalization of the company. So, to change position in the list, Janus would have to either sell or buy shares.

Is my understanding wrong?

Stock Bull


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