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To: IceShark who wrote (22527)9/28/2000 10:16:00 AM
From: Lucretius  Read Replies (2) | Respond to of 436258
 
look at janus 20 (JAVLX)

i'm short all their stuff -eg-



To: IceShark who wrote (22527)9/28/2000 10:21:49 AM
From: Ken98  Read Replies (1) | Respond to of 436258
 
Janus Fund:

Time Warner: 8.07%
Cisco Sys: 4.86%
Comcast Special Cl A: 4.13%
Enron: 3.99%
Texas Instruments: 3.98%
Sun Microsystems: 3.74%
General Elec: 3.66%
maxim Integrated Products: 3.41%
Linear Tech: 3.22%
Nokia Cl A ADR: 2.89%



To: IceShark who wrote (22527)9/28/2000 10:30:32 AM
From: Ken98  Read Replies (1) | Respond to of 436258
 
Ice, also take a look at this article from Contraryinvestor.com, there is an outline of the largest holdings for the entire Janus family, with % of float, etc. (very informative):

contraryinvestor.com



To: IceShark who wrote (22527)10/2/2000 12:49:40 AM
From: ild  Read Replies (1) | Respond to of 436258
 
Janus owns 13% of VRSN
marketguide.com
Looks like a good short.
ild