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Non-Tech : BANK ONE

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To: Rob C. who wrote (393)4/3/2000 4:14:00 PM
From: David C. Burns   of 466
 
Michael Holland this afternoon on Bloomberg Television:

BLOOM 4/3/00 - 3:43:31 PM .....> Two of your recommendations are not tech sector stocks. Bank one and wal-mart.

Holland: Wal-mart is the beneficiary of the good changes going on in the e-commerce world. I think they are going to be direct a lot money. Bank one is a special situation. Management change, Jamie Dimon is a major factor in the business. I think he will turn around a troubled franchise. I think the 12 times earnings is cheap stock.
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