Tico / Jim: You said:|
<< Take for instance Janus 20, I'm willing to bet Dell is not one of their top holdings, if at all, in the future.>>
I disagree with that prediction. The Janus 20 Fund Manager makes BIG bets on leading technology franchise stocks (like DELL, AOL, Microsoft, and Cisco). He is a LONG TERM investor and does not get out of a position completely when the waters get rough. In fact, he may have even bought more DELL. We will know soon. My gut feeling is that the Janus 20 Fund will continue to have DELL as one of their top positions and they will continue to OUTPERFORM the vast majority of large cap growth funds.
Some of us are LONG on DELL for the LONG RUN...!!!!!