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Technology Stocks : SDLI - JDSU transition -- Ignore unavailable to you. Want to Upgrade?

To: abuelita who wrote (330)	2/20/2001 11:32:58 PM
From: puborectalis	Respond to of 3294

Janus Funds 4Q Moves Author: Stella Athens Report Source: thestreet.com ® (Added 2/20/2001 6:46:45 AM) Categories: Stock Picks, Stocks To Watch, Traders' Notebook, Up/Downgrades Email link to this Article Memory Upgrade! Free Shipping for a limited time only Article: Janus Funds 4Q Moves Click Here for More Info 4Q Moves Chip stocks Upped exposure in TXN, LLTC, MXIM, AMCC, BRCM, PMCS, VTSS Kept INTC position modest Cut exposure to XLNX, dumped RFMD and CY Fiber Optics Upped GLW, CSCO, JNPR, CIEN, JDSU Cut NT positions, dumped all LU PC and software Cut AAPL stake in half Cut positions in IBM, GTW, MSFT Net Stocks and B2B Cut positions in AOL, EBAY, AMZN, DCLK Bought ITWO, ARBA Sold HLTH and all of YHOO Here is table showing Janus’ Top 15 positions Source of info is bigdough.com and Baseline/Thomson Financial. Returns through Feb. 15 Stock % of Fund's Assets YTD Return AOL 7.3 39% NOK 5 -39.1 CSCO 3.8 -26.1 GE 3.2 -2 EMC 3.1 -16.9 CMCSK 2.4 2.1 TXN 2 -22.7 TMX 1.8 19.3 VIA.B 1.8 11.8 ENE 1.8 -7.8 BA 1.5 -9.1 SUNW 1.5 -16.8 LLTC 1.4 25.7 C 1.1 5.8 MXIM 1.1 25.9 Totals/Averages 38.8 -0.7 S&P 500 14.6 -1.4