From Barron's 5-28-07 "Hedge-fund manager Steve Mandel, who worked at Tiger Management before founding Lone Pine Capital, said he recently established a position in the data-storage firm EMC (EMC). He likes the company's VMware subsidiary, which produces software to run servers more efficiently and replicate machines remotely. EMC is selling a 10% stake in VMware to the public. EMC could have 45% upside as VMware is better understood, Mandel says."

From Barron's 5-28-07 "The money manager also likes J&J, General Electric (GE), Microsoft and Goldman Sachs (GS) because they trade at "the same multiple that pedestrian, low-growth companies are being taken private for today."

From Barron's 5-28-07 "The money manager also likes J&J, General Electric (GE), Microsoft and Goldman Sachs (GS) because they trade at "the same multiple that pedestrian, low-growth companies are being taken private for today."

From Barron's 5-28-07 "The money manager also likes J&J, General Electric (GE), Microsoft and Goldman Sachs (GS) because they trade at "the same multiple that pedestrian, low-growth companies are being taken private for today."

From Barron's 5-28-07 "The money manager also likes J&J, General Electric (GE), Microsoft and Goldman Sachs (GS) because they trade at "the same multiple that pedestrian, low-growth companies are being taken private for today."

From Barron's 5-28-07 "Mandel thinks Google's (GOOG) prospects look good, too, as Web-search profits are in the early stages of growth, and the stock's current valuation offers safety if revenue declines. He thinks the stock could rally 50% by 2009."

From Barron's 5-28-07 "He also likes Helix Energy Solutions (HLX), a U.S. energy-services and exploration play, which looked even cheaper Thursday when the stock sold off nearly 6% after the company missed first-quarter estimates. Despite a merger that yielded failed wells, new wells have better prospects and the stock is extremely undervalued, Einhorn says."

From Barron's 5-28-07 "Dinakar Singh, founder of TPG-Axon Capital, also favored an international theme, with his recommendations of American International Group (AIG), a U.S.- based insurer with worldwide operations, and Taiwan Mobile (3045.Taiwan). He praised the telecom company's strong dividend and cited its acquisition potential."