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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Ken W who wrote (25324)	6/13/2001 5:38:22 PM
From: Sergio H	Read Replies (2) \| Respond to of 29382

Welcome back Ken. You picked a good time to take a vacation and even better time to return. I smell a rally coming up either tomorrow or Fri. QADI is doing well. It's cleared the hurdle over 3.88 and will do just fine over the next few months. Put it away and don't look just this one time. <ggg> ------------------------------------------------------- RAD's private placement was met with too much enthusiasm. There's a nice gap that's going to be filled below the placement price. ---------------------------------------------------------- For Ditch and anyone else interested, Morningstar on JAGTX: <Janus Global Tech Tries to Ride Out the Storm Provided by morningstar.com (http://www.morningstar.com) Written by Bradley Sweeney With the technology market in a funk and earnings warnings coming one after another, Janus Global Technology [JAGTX:NA] is striking a slightly more defensive posture. Manager Mike Lu's moves haven't been bold enough to garner the fund a position near the technology category's top in 2001--indeed, it's down 22% for the year to date through June 11. Nevertheless, even that sizable loss qualifies as a top-half showing in the snakebit tech category. The fund has consistently sported one of the specialty-technology category's lowest turnover ratios, so it isn't terribly surprising that Lu hasn't made any wholesale shifts to the portfolio over the last six months. But by emphasizing some longtime holdings more than others, he has constructed a more defensive portfolio over that stretch. With much of corporate America reducing its technology-related spending, Lu has been attempting to identify those items and services that aren't likely to be cut from already strained budgets. Believing that firms will continue to shell out for Microsoft [MSFT:NNM] products, such as Microsoft SQL Server and Microsoft Exchange Server, Lu aggressively bought shares of that firm in late 2000 and early 2001. In all, he had boosted the fund's stake in the software giant from less than .5% of the fund's total assets in mid-2000 to a top-five holding by the end of March 2001. Microsoft is up 66% thus far in 2001, giving a sizable boost to the portfolio. Lu has also reduced the fund's exposure to longtime favorites that supply equipment to the telecommunications industry, such as Cisco Systems [CSCO:NNM] and Texas Instruments [TXN:NYSE]. That has been a big help, as those companies and others that sell into the telecom channel have been badly battered in 2001. > ------------------------------------------------------ Thanks Jim S. for your participation in the 10k run. Sergio