Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Night Writer who wrote (48608)	2/17/1999 2:19:00 PM
From: John Koligman	Read Replies (1) \| Respond to of 97611

NW - Since I'm sitting on my hands watching the market go down, I took the liberty of searching the WSJ Interactive site for the Barron's article on Janus. It ran Jan 4th and featured an interview with head honcho Scott Schoelzel. He specifically stated in the article that he was reducing his exposure to Dell. I can post text if you want it. Here are his top holdings.... John Top 10 Holdings Company Percentage of Portfolio America Online, Inc. 12.2% Dell Computer Corp. 8.5% Microsoft Corp. 7.2 Time Warner, Inc. 6.3 Nokia Oyj (ADR) -- Class A 5.6 Cisco Systems, Inc. 5.4 Pfizer, Inc. 4.6 MCI WorldCom, Inc. 3.7 Warner-Lambert Co. 3.7 General Electric Co. 3.3 Total 60.5 As of 12/31/98 Source: Janus Capital