SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


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.>>



To: JRI who wrote (122614)5/6/1999 2:44:00 AM
From: Dorine Essey  Read Replies (1) | Respond to of 176387
 
John,
You were so close and we didn't see you. VBG

Dorine