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To: Siddhartha Gautama who wrote (152884)	2/22/2002 1:50:35 PM
From: Softechie	Respond to of 436258

Janus dumped AES

To: Siddhartha Gautama who wrote (152884)	2/22/2002 2:49:48 PM
From: Knighty Tin	Respond to of 436258

SG, I hope they aren't buying banks. No <g> on that one. We had a run and gun money mgr. in here in June and they told us that they were cutting back on techs due to a down 60% trailing 12 return. Some things they were buying were obvious, such as biotechs and medical instruments and gaming stocks. But on their list, they had a 5% position in utilities. This firm just didn't seem like a Duke and Con Ed holder, so I asked the question. They sort of laughed as though I'd been dropped on my head as a child. "Nothing like those types of utilities. We are buying growth utilities such as Enron and Calpine." Sad but true.