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Strategies & Market Trends : Stock Attack -- A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: dennis michael patterson who wrote (30422)	9/20/2000 5:26:47 PM
From: Haim R. Branisteanu	Read Replies (1) \| Respond to of 42787

One man opinion ........ and it is Janus Same Stocks, Different Funds The Janus funds have gotten the reputation -- rightfully so -- for owning many of the same stocks. Nokia, for example, has been the top holding of several of the family's funds. But the managers do disagree on some companies. David Decker, as manager of the Strategic Value fund, pays close attention to the growth rate he'll get for the amount of valuation risk he must bear. He wants to provide good upside and limit the downside. With Sun Microsystems (SUNW:Nasdaq - news) and its high price, Decker isn't willing to take on that risk. ...... and more PaineWebber also liked the relatively inexpensive $2 billion purchase price given Sun's $180 billion market capitalization and the fact that Sun will use its highly valued stock to pay for the deal. PaineWebber did criticize Sun's decision to buy Cobalt instead of building a business to compete with Cobalt "[that] has little proprietary technology." Sun has reasoned that the purchase gets it into the market faster. The $2 billion purchase will dilute Sun's annual earnings-per-share by about 15 cents to 20 cents. PaineWebber has modeled this dilution separately from its initial forecast for Sun and maintains its estimated earnings per share for 2000 at $1.02. .........until the music stops. So, we had a nice short squize again, Hope SUNW will not drop below 110 so I could collect my $6K Haim