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Non-Tech : Cendant Corporation (NYSE:CD)

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To: Sun Tzu who wrote (2898)	1/25/1999 9:44:00 AM
From: Rainy_Day_Woman	Read Replies (1) of 3627

article today The Internet and the value manager Better suited than you might think When picking stocks, Cutler seeks "the real beneficiaries of the Internet -- those companies that will ensure that the Net reaches its true potential. It's clear to me, clear to anyone that has an e-mail address, that the Net can take our economy and the business economy to the next level." Among his favorites are companies that aren't being evaluated on their potential to enhance or lead to that efficiency. Cutler groups the stocks into three categories: access and content providers, infrastructure players and efficiency innovators. In the first group, Cutler likes media conglomerate Walt Disney Co. (DIS), services company Cendant (CD) and financial news provider Reuters Plc. (RTRSY). Disney has interests in TV and movie production, theme parks, publishing, a cruise line, the Internet through its recent deal with Infoseek (SEEK), professional sports franchises and shares in five cable channels, including ESPN. full story: cbs.marketwatch.com

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