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To: Voltaire who wrote (11103)	4/5/2000 10:35:00 AM
From: stockman_scott	Respond to of 35685

Janus has been Shopping....FYI from The Wall Street Journal... <<More important, some of the biggest believers in tech stocks also see a buying opportunity. Mutual-fund company Janus Capital, which manages $310 billion, has ridden a big tech-stock weighting to blazing returns. Tuesday morning, its managers were still sitting on billions of new cash that arrived in February and March. With stocks falling, some in-house Janus analysts told portfolio manager Blaine Rollins to take advantage of the sell-off. Around noon EDT, he sent his trading desk a handful of new buy orders, adding to his holdings of Mexican phone company Telmex and some semiconductor stocks. He ducked into colleagues' offices to tell them: "If you have a name down 15%, like a Schwab or Sun Microsystems or a B2B e-commerce company ... pick away. Maybe they're weak today, but we're trying to own for the long term." Janus managers put loads of cash to work. Afternoon is different. After returning to his desk with a roast-beef-on-rye sandwich, Mr. Rollins finds the market rebounding. Between bites, he buys more shares, especially in mid-capitalization companies that are just a small part of his portfolio. "At least they were mid-cap at lunch," he says.>>

To: Voltaire who wrote (11103)	4/5/2000 10:42:00 AM
From: hroark2000	Respond to of 35685

V: We don't want you to leave, I know of at least 5 people who read this board and your postings and have benefited from your calls on the houses and their games and your CC strategy. Keep posting because a new person benefits from your posts each day.

To: Voltaire who wrote (11103)	4/5/2000 10:52:00 AM
From: Mannie	Read Replies (1) \| Respond to of 35685

Hi Tom, Yesterday on one of my job sites, one of my subcontractors came running up to me, cell phone in hand and eyes the size of saucers, to tell me that "the Nasdaq and Dow are down over 500....what should I do? I'm thinking about selling everything!" I responded with one of the best laughs I've had in a while...he looked at me like I was insane. I told him to focus on his work, I told him he owned good stocks and don't let anyone have them. You should have seen the grin on his face at the end of the day. I have been really saddened by some of the posts I have been reading on the board. There have been some very painful lessons learned, I certainly have my share. ELON has kicked me hard. But the strength of QCOM, CSCO, EMC, etc has been simply amazing. Top o' the Spring to you, Scott