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To: ChrisJP who wrote (1320)	2/20/2000 7:23:00 AM
From: Ditchdigger	Read Replies (2) \| Respond to of 1568

Good morning Chris,,looks like a good day for the Daytona 500....;^) <How many shares of HLTH does JAGLX hold ?> Well, we know they received 15,000,000 shares for their recent private placement..approx. $62.00 per share.. According to Market Guide,they were the largest holder in Sept."JANUS CAPITAL CORPORATION 09/30/99 1,484,145 " ..So I have to guess, they own somewhere around 16.5mm shares.. yahoo.marketguide.com from what I can find, there are some large institutions/investors...Smith-Kline for one... You may be able to get it cheaper if the market tanks..A look at the P&F chart (lower right-change to a 3 box reversal-it's defaulted at 2),you can see a recent low of approx. 55...you can also see prior resistance was at 61... stockcharts.com I figured, at the current price,,it didn't seem like a bad deal<g>..For Janus to drop $930MM bucks on them,,they must have done some DD<g> (also interesting,I read somewhere, that JAGLX didn't even have any in the fund...the 2 funds holding prior to this placement were JAENX and JAGTX) I believe some of the drop is due to the gov. probing this private info stuff,,I read double click and healtheons name in the same sentence somewhere<g>..I also believe the street selects who will be the winner in a particular space,,IMO they have selected HLTH as this winner(just like Exodus--another Janus early grab)..we shall see,,hoping to trade some and keep a bit for the year..

To: ChrisJP who wrote (1320)	2/20/2000 7:27:00 AM
From: Ditchdigger	Respond to of 1568

PS: for the Janus fund watchers, I see they updated their holdings, current as of 12/31...Here are a select few,and their top 10(I see a new face or two in the JAGLX fund JAGLX as of 12/31/99 Top 10 Holdings as of 12/31/1999 Allergan, Inc. Allscripts, Inc. Amgen, Inc. Biovail Corp. International Enzon, Inc. Invitrogen Corp. PE Corp./PE Biosystems Group Pharmacyclics, Inc. QLT PhotoTherapeutics, Inc. SciQuest.com, Inc. Total (% of Portfolio) 36.36% JAENX Top 10 Holdings Top 10 Holdings as of 12/31/1999 DoubleClick, Inc. Exodus Communications, Inc. Gemstar International Group, Ltd. McLeodUSA, Inc. - Class A Metromedia Fiber Network, Inc. - Class A Paychex, Inc. SDL, Inc. Verisign, Inc. Vitesse Semiconductor Corp. Western Wireless Corp. - Class A Total (% of Portfolio) 31.24% JAVLX Top 10 Holdings as of 12/31/1999 America Online, Inc. Cisco Systems, Inc. Dell Computer Corp. EMC Corp. General Electric Co. Microsoft Corp. Nokia Oyj (ADR) Sprint Corp./PCS Group Sun Microsystems, Inc. Time Warner, Inc. Total (% of Portfolio) 55.26% JAOLX Top 10 Holdings as of 12/31/1999 America Online, Inc. Cisco Systems, Inc. COLT Telecom Group PLC JDS Uniphase Corp. Network Solutions, Inc. Nokia Oyj (ADR) Sun Microsystems, Inc. Time Warner, Inc. VeriSign, Inc. VERITAS Software Corp. Total (% of Portfolio) 33.45% JAOSX Top 10 Holdings as of 12/31/1999 China Telecom, Ltd. Cisco Systems, Inc. Getronics N.V. Mannesmann A.G. Microsoft Corp. Nokia Oyj Nortel Networks Corp. NTT Mobile Communication Network, Inc. Sony Corp. Time Warner, Inc. Total (% of Portfolio) 35.29%