To: JRI who wrote (122614 ) 5/6/1999 12:12:00 AM From: stockman_scott Respond to of 176387
John: I just discovered the Munder NetNet Fund's holdings. Not only does this firm have a pretty good Ad campaign, but they also have a quite a track record. In the last year Paul Cook and his team have delivered a 128% total return (on class A shares) after all fees are accounted for. Check out their holdings. You'll find a wide range of internet companies --they own many high performers like AOL, CSCO, CMGI DELL, EMC, SUNW, WCOM, YHOO, etc... <<Munder NetNET Holdings as of May 01, 1999... Click on Table Headings to Sort by Category Security NameSymbolIndustry24/7 Media, Inc.TFSMComputer software/svcs.@Ventures IIIATVENTUnclassifiedAboveNet Communications Inc.ABOVComputer software/svcs.Amazon.com, Inc.AMZNRetail: specialtyAmerica Online, Inc.AOLComputer software/svcs.Ameritrade Holding CorporationAMTDSecurity/brokerageApplied Micro Circuits CorporationAMCCSemiconductorAt Home CorporationATHMTelecomm svcs.Autobytel.com Inc.ABTLComputer software/svcs.Autoweb.com, Inc.AWEBComputer software/svcs.AXENT Technologies, Inc.AXNTComputer software/svcs.Beyond.com CorporationBYNDRetail: specialtyBroadcast.com Inc.BCSTBroadcasting/cableCarrier Access CorporationCACSTelecomm equipmentCendant CorporationCDRetail storeCheck Point Software Technologies Ltd.CHKPComputer software/svcs.Cisco Systems, Inc.CSCOElectronicsCMGI, IncCMGIComputer software/svcs.CNET, Inc.CNETComputer software/svcs.Com21, Inc.CMTOTelecomm equipmentComdisco Inc.CDOComputer/peripheralsConcentric Network CorporationCNCXComputer software/svcs.Concur Technologies, Inc.CNQRComputer software/svcs.Covad Communications Group, Inc.COVDComputer software/svcs.Critical Path, Inc.CPTHComputer software/svcs.Dell Computer CorporationDELLComputer/peripheralsDiamond Technology Partners, Inc.DTPIComputer software/svcs.DoubleClick Inc.DCLKAdvertisingE*TRADE Group, Inc.EGRPSecurity/brokerageEarthLink Network, Inc.ELNKTelecomm svcs.EarthWeb Inc.EWBXComputer software/svcs.eBay Inc.EBAYComputer software/svcs.EMC CorporationEMCComputer/peripheralsEntrust Technologies Inc.ENTUComputer software/svcs.Excite Inc.XCITComputer software/svcs.Finet Holdings Corp.FNHCFinancial servicesFlashNet Communications, Inc.FLASComputer software/svcs.Frontier CorporationFROTelecommunicationsGeoCitiesGCTYComputer software/svcs.Gilat Satellite NetworksGILTFTelecomm equip Global Crossing Ltd.GBLXTelecomm svcs.Global TeleSystems Group Inc.GTSGTelecommunications: domesticInfoSpace.com, IncINSPComputer software/svcs.Inktomi Corp.INKTComputer software/svcs.Intel CorporationINTCSemiconductorInter-Tel, Inc.INTLTelecomm equipmentIntermedia Communications Inc.ICIXPrecision instrumentsIntuit IncINTUComputer software/svcs ISS Group, Inc.ISSXComputer software/svcs.iTurf Inc.TURFRetailiVillage Inc.IVILUnclassifiedLycos, Inc.LCOSComputer software/svcs.MarketWatch.com, Inc.MKTWBroadcasting/cableMCI WorldCom, Inc.WCOMTelecomm svcs.Micromuse Inc.MUSEComputer software/svcsMicrosoft CorporationMSFTComputer software/svcs.Mindspring Enterprises Inc.MSPGTelecommunicationsMiningCo.com, Inc.MINEComputer software/svcs.MMC Networks, Inc.MMCNTelecomm equipmentNetgravity Inc.NETGAdvertisingNetwork Appliance, IncNTAPComputer software/svcs.Network Solutions, Inc.NSOLComputer software/svcs.Office Depot, Inc.ODPRetail: specialtyOracle CorporationORCLComputer software/svcs.pcOrder.com, Inc.PCORComputer software/svcs.Priceline.com Inc.PCLNComputer software/svcs.Prodigy Communications CorporationPRGYTelecomm svcs.PSINet Inc.PSIXComputer software/svcs.Qwest Communications International Inc.QWSTTelecomm svcs.Racing Champions CorporationRACNRetail: specialtyRhythms NetConnections Inc.RTHMComputer software/svcs.Sportsline USA, Inc.SPLNComputer software/svcs.Sterling Commerce, Inc.SETelecomm svcs.Sun Microsystems, Inc.SUNWComputer/peripheralsTerayon Communication Systems, Inc.TERNTelecomm equipmentThe Charles Schwab CorporationSCHSecurity/brokerageThe Gap, Inc.GPSRetail: specialtytheglobe.com, inc.TGLOComputer software/svcs.TMP WorldWide Inc.TMPWAdvertisingUSWeb CorporationUSWBComputer software/svcs.Value America Inc.VUSARetailVerio Inc.VRIOComputer software/svcs.VeriSign, Inc.VRSNComputer software/svcs.VerticalNet, Inc.VERTTelecomm svcs.Viatel Inc.VYTLTelecommunications: domesticVignette CorporationVIGNComputer software/svcs.Wall Data Inc.WALLComputer software/svcs.WinStar Communications, Inc.WCIITelecomm svcs.Yahoo! IncYHOOComputer software/svcs.Ziff-Davis Inc. - ZDNetZDZComputer software/svcs.>>