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Technology Stocks : All About Sun Microsystems
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To: Sonki who wrote (14609)3/4/1999 8:09:00 AM
From: John Carragher  Read Replies (2) of 64865
 
NEW YORK (Dow Jones)--Paul Cook, manager of the Munder NetNet Fund, said he is shifting
away from "true Internet plays" toward companies with more offline operations.

As the Internet sector "continues to decouple from its underlying valuation levels," Cook told CNBC
Wednesday, "an opportunistic investor can take advantage of a wild swing to the bottom or a wild
swing to the top."

But Cook said he favors companies whose technologies provide the infrastructure for the Internet,
such as Oracle Corp. (ORCL), Cisco Systems Inc. (CSCO) and Sun Microsystems Inc. (SUNW).
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