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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Frank Ellis Morris who wrote (129522)	5/28/1999 7:16:00 AM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

FYI...Highlights of a CNBC Interview Yesterday with the Portfolio Manager of the Munder Net Net Fund. Paul Cook owns DELL and it is the only hardware stock he recommended. Regards, Scott ---------------------------------------------------------------------- <<Taking Stock- Paul Cook- AOL, AMZN, DELL, USWB, STRM From: Michael Carrozzo Date: 27 May 1999 Time: 12:21:24 Remote Name: 209.224.198.11 Comments: Taking Stock with Paul Cook Portfolio Manager of The Munder NetNet Fund USWB 24 3/8 – 11/16 is a good long term buy with very good design capabilities STRM is the first company to take geographic approach to the web, appealing strong in the Latin communities AOL 117 13/16 – 2 ½ has been down significantly but is always a good stock to have. Strong beliefs are that Broadband will not be able to knock AOL down, like it hoped to. AMZN 117 9/16 – 3 3/8 continues to do well and is a very leveragble company. Good long term, but a concern for short term DELL 34 1/8 – 7/16 very good long term with good products and excellent customer base. Will improve more over time, with better products. ---------------------------------------------------------------------- Last changed: May 27, 1999 >>