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To: Jerry Miller who wrote (1814)3/25/2001 11:50:23 AM
From: Dennis  Respond to of 3256
 
hey guys, i get IBD each day....just noticed on page A18 that the following companies are considered the largest positions of funds in the Value vs Growth Index:

Brkshir A
Fifth Third Bc
Progressiv
Dover
WasteMgmt
AOL
UnitedHlth
WA Mutual RossStore
Avnet
Arrow Elec
MichisSt
Tyco
Wells Fargo
Citigroup
American Exp
GENERAL ELECTRIC !!!!
Msft
Pfizer
Wal-Mart

now compare that to the next list:

Big Cap GROWTH vs Small Cap Growth,

Pfizer
Amer Inti
Qualcomm
Fanni Mae
ExxonMob
Citigroup
Safeway
GENERAL ELECTRIC !!!
Ibm
Intc
Lehman
Csco
Merck
Mo
Brmyersq
Wmt
Sbc
J&J
Hd
Pg

geee, it's nice to know we cover all asset classes.....ggg