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Investments in stocks requires careful research and
consideration of my factors that can determine the growth or decline of any
stock value. A selection of stocks should reflect the individuals short-term, intermediate and long-term needs. Often, an experts analysis or advice should be
taken only as an opinion and should not be considered a "guarantee."
With that in mind, the following information is provided as informational only
and not an endorsement and any procurement of any equity is done at your own risk.
We make no claims concerning the validity of the information provided
and will not be held liable for any use of this information and do not guarantee
that it is accurate or complete or make any warranties with regards to the
results to be obtained from its use.
My Top Stocks for 2008 (Username: DrEndo, Password: stocks):
Aapl. Rimm, V, X
Top Picks for 2000 (listed in order of ranking by analyst)
Important note: not all the stocks listed are recommended, some are listed just
to be complete and for comparison only. The ones with the * and highlighted in red
are usually the more popular stocks.
Focus on Semiconductors, Internet, Software, Communications, Biotech,
& Technology
for the year 2000.
Name/Symbol/Ratings by Analyst/Chart/current price/(52 week
high price)/Institutional Ownership %/PE/Shares Outstanding/Description/LongTerm
Growth
Updated: Feb 2000
Accident.Health Insurance
 | TMK, AOC, AFL, UNM, CNC |
Advertising Agencies
| Catalina Marketing (POS) (6,4) /\ 101(122) 88% pe
33, 18M Deals with manufacturers of consumer and
pharmaceutical products. |
| TMP Worldwide (TMPW) (6,2) //
72(94) 99% 78M Services thru traditional and new (internet)
media. |
| Interpublic Grp (IPG) (5,4) /\ / 48(58) 80% pe 43, 287M
Advertising in various media including TV, radio, cinema,
magazine, newspaper, direct mail, electronic media. |
| OMC (4,4) /\ 83(107) 83% pe 41, 177M |
| LAMR (3,4,2) /\ 51(70) 54% pe na, 61M |
Aerospace/Defense-Prd/Svc
| ARX, ATK, AIR, ORB, NNS(0,5,1) |
Application Software: Hot Hot Hot Hot revised
4/2/2000
| Siebel Systems (SEBL) (17,5) |
| Oracle Corp (ORCL)* (14,17,4) //
78 (90) 48.7% pe 122 2.8B. B2B
software for wires business directly to the net, products for net-based
exchanges. 2nd largest software (behind Microsoft) and maker of B2B
products. competitors include Ariba, Commerce One, I2 Technologies Inc (ITWO).
Ariba has more larger clients than CMRC.26% |
| Microsoft (MSFT) *(12,18,3)
106 (119) 42% pe66 5B
98eps 59rs Wide
range of software products.24% |
| Computer Associates International Inc (CA) (4,11,9) \ 58 (79)
63% pe 44, 541M Enterprise management,
information management and business applications. 17% |
| Veritas Software Corp (VRTS) (6,16,1) //
131 (174) 61%
pe na, 388M Independent supplier of enterprise data storage
management solutions.48% |
| ITWO (7,12,4) \
122 (223)
88% pe 872 157M Provider of client/server based eBPO software
products.44% |
| Business Objects SA (BOBJ) (6,6) //
99.5 (150) 72% pe 165
36M Enterprise-wide, decision support software tools.36% |
| Commerce One (CMRC) (3,13) // 149 (331)
24% pe na 72M.
CMRC and ARBA are the leaders in providing B2B software and
services. Allows companies to buy and sell products on the internet. Cream
of the crop. One of the leaders in providing software and services on the
net. 55% |
| Symantec Corp (SYMC) (6) // 75 (81)
83% pe 26, 59M
Utility software for business and personal. 24% |
| Sterlling Software Inc (SSW) (5,1,1) / 33 (37) 83% pe 171, 82M Worldwide,
systems management, business intellligence and application development. 18% |
| CLRS (4,2) // 70 (144) 39% pe na
13M
B2B solution that automates the procurement and
management of operating resources. 55% |
| PUMA (4,1) \ 50(102) 29.5% pe na 40M Mobile
device management and synchronization software 45% |
| Novel Inc (NOVL) (3,4,3) /-
28 (44) 60% pe 48, 329M Leading
provider of network and internet directory software and services. 22% |
| ADBE (4,6,3) / 111 (116) 71% pe 54 119M Graphic
design, publishing and imaging software for Web and print productiion.27% |
| BMC Software Corp Inc (BMCS) (4,13,11) \ 49 (86)
91% pe 49, 244M Systems management solutions.27% |
| Magic Software (MGIC) (3,1) /- 19 (33) 38% pe 44 29M Departmental
and enterprise client/server applications. 50 countries.37% |
| Sonic Foundry (SFO) (2,2) // 97(129) 14% pe na, 8M Create
& edit digital audio/video content. 50% |
| Advent Software* (ADVS) (3,1) //- 45.8(65) 80%
pe79, 29M Industry's biggest
vendor. Software for
banks custodial accounts and foundations grant records. Investment advisors
and brokers manage clients money and automate trading and bonds.33% |
| AREM (2) // 34 (49) 10% pe38, 15M Targets
manufacturing, healthcare, hospitality, and construction industries. na |
| Starbase Corp (SBAS) (1) /-- 9(17) 6.5% pe na,
42M Team oriened product development software.na |
| OPTK (1) _|- 28 (45) (26%) pe na 7.2M B2B electronic
commerce solutions. na |
| Hyperion Solutions (HYSL) (2,3,5) //\ 32 (65) 80% pe 45, 32M Enterprise
analytic application software. 19% |
| Clarify Inc (CLFY) (0,3,1) // 156(171) 65% pe 279, 24M Front
office applications for managing the quality of life of customer
relationships. |
| PeopleSoft (PSFT) (2,2,15,0,1) /- 20(28) 46% pe 40,
245M Enterprise client/server and internet0based
applications. 22% |
| Geoworks Corp (GWRX) (0,2,2) //-
35.6(55) 21% pe na, 18M Software for emerging markets of mobile
communicating devices.10% |
| Informix (IFMX) (0,1,5) //
16 (20.96) 37% pe na, 201M Relational database management
systems. 15% |
| DataWare tech (DWTI)
(na) /\ 8.7 (18.5) 23% pe na 10M , Create
e-business solutions. na |
| NETM na //- 5.7 (9.75) 24% pe na
63M Connecting personal computers to corporate mainframe
& UNIX computers.na |
| NetSol International (NTWK) (na) /- 64.7(80) 0%
pe na, 8.5M International software
developer, specializing in leasing and financing industry. O% institutional
ownership!!!!! na |
| |
Asset Management
| BEN, AMG, NEU, FII, TROW |
Banks
| MEL(12,7,2), NFB, BKNG, STT, SUB |
Biotechnology revised 4/2/2000
| Amgen Inc (AMGN) (12,12,8) /- 60(76) 62% pe 61, 1B
Global biotech company that markets
human therapeutics based on cellular and molecular biology. |
| MedImmune Inc (MEDI) (12,2) / 160(228)
92%, pe144, 68M Infectious and autoimmune diseases and
cancer. |
| Biogen Inc (BGEN) (9,7,11) / 70(129) 72%
pe 53, 150M Drugs for human health care. AVONEX(R) for
relapsing form s of MS. |
| Chiron Corp (CHIR) (3,8,6) / 41(71) 40% pe 47, 181M Three
global healthcare business including biopharmaceuticals, blood testing, and
vaccines. Pediatric and adult vaccines. |
| Immunex Corp (IMNX) (2,9,9) / 55(83)
36% pe 757, 498M Treatments for
cancer, infectious diseases and immunological disorders including rheumatoid
arthritis. |
| Protein Design labs (PDLI) (4,2,2) |
| Abgenix (ABGX) (3) //\ 144 (413) 62% pe na,
15M Antibody therapeutic products(transplant related disease,
inflammatory and autoimmune disorders and cancer. |
| LIFC (1,2) / 6 (12.6) 22% pe na, 11.9M Transplantable
tissue graphs and products for blood cell prservation. AlloDerm (R) acelular
dermal graft. |
| Genta Inc (GNTA) (na) 8(15) 44%
pe na, 21M Multi-faceted approach. Balanced technical risk,
novel drug delivery, US/European busines base. |
| INCY (2,1,3,0,1) /\ 79(289) 64% pe na,
31M Genomic information-based tools and services. |
| Genentech (DNA) na // 149(245) 31% pe na, 258M
Leading Biotech company
that uses genetic information. |
Broadcasting TV revised April 23, 2000 new
listing
| Univision Communications (UVN) (5,6), Pegasus Communications (PGTV) (5,5),
Fox Entertainment Grp (FOX) (8,4,2), Hearst Argyle TV (HTV) (1,6,3),
Sinclair Broadcast Group (SBGI) (1,4,7) |
Business Equipment
| Koala Corp (KARE) (9) -- 13(18) 39% pe 17, 6M Leading
designer, producer and worldwide marketer of innovative commercial products.
20% |
| Pitney Bowes (PBI) (5,4) -- 45(73) 78% pe 19, 265M |
| Xerox Corp (XRX) (2,5,10) \ 25(63) 65% pe 12, 665M Global
company offers the widest array of documented-related business solutions,
products and services in the industry.12% |
| Hon Industries (HNI) (1,4,4) / 25(29) 42% pe 15, 60M Office
furniture and accessories. Also, manufactures and markets hearth
products.15% |
| Steelcase Inc (SCS) (1,1,7) \ 12(21) 29% pe 10, 152M World's
largest designer and manufacturer of products used to create
high-performance work environments. 11% |
| LEA \, MLHR-- |
| Ultradata Systems (ULTR) na /\
6(28)
0% pe na, 3M Hand held data retrieval devices. |
Business Services
| DOX* (10,4) // 87 (96) 27% pe 181
205M Global holding company provides product-driven
information system solutions to major telecommunication companies. |
| NCO Group Inc (NCOG) (8,3) \ 29(54) 82% pe 25, 25M
Provider of accounts receivable management and outsourced
services. |
| CVG (9,1,2) // 37 (42) 60% pe 42, 152M
A leading provider of outsourced information and customer
management solutions. |
| Profit Recovery Group International Inc (PRGX) (6,6) / \ 18(47)
56% pe 44, 48M Leading
provider of accounts payable and other recovey audit services to
large businesses and govenmental agencies. |
| Critical path (CPTH) (5,2) |--/ 78 (150) 36% pe na 57M Leading
provider of email hosting services. |
| HHS (3,8,2) -- 20(29) 46% pe 20, 68M, |
| Akamai Technologies Inc (AKAM) (3,4) |-/\ 160 (345) 7% pe na
93M Provider of global delivery service for internet content. |
| CTAS (2,8,2) \ 36(48) 49% pe 36, 167M Corporate
identity uniform programs. |
| Breakway Solutions (BWAY) (1,3,1) /\ 43 (85) 21% pe na, 34M Provides
information technology consulting services to businesses. Longterm
growth:53% |
Business Software & Services: Hot Hot
| BEA System (BEAS) (9,2) 134(157) 56% pe na,
122M Provides cross-platform middleware solutions. |
| SAPE (7,11,1) /\ 81 (151) 50% pe 173, 55M Integrated
management consulting services.LT Growth: 45% |
| SCNT (4,15) // 92 (133) 29% pe na 70M, Integrated
eBusiness and strategy and technology implementation.
LT Growth: 57% |
| Rx (7,9,2) \ 16 (37) 78% pe 25, 298M Global
provider of information solutions to the pharmaceutical and healthcare
industries. |
| FDC (6,7,2)
-- 44 (54) 85% pe 15, 416M Leading
provider of credit card processing. |
| ASDV (Aspect Development) (6,6,2) // 64(100)
61% pe538, 58M Improve
product development and business processes.38% |
| Proxicom (PXCM) (6,5) / 44(67) 45% pe
na, 52M Leading provider of internet
solutions to Global 1000 companies. LT Growth: 50% |
| Portal Software (PRSF) (6,5) // 55 (86) 48.5% pe na 158M
Scalable customer management and billing software for
providers of internet based services. LT
Growth 60% |
| Automatic Data Processing ( AUD) (6,6,4) -- 47 (56) 69% pe 39, 630M
Provides computerized transaction processing. LT G: 14% |
| Microstrategy (MSTR) (5,4,1) /\ 96(333) 78% pe 333, 83M Enterprise
DSS application & related services. LT Growth: 47% |
| Radisys Corp (RSYS) (5,1,1) / 61(65) 98% pe
55, 16M 97eps Computer
solutions used by OEMs for automation, telecomunications, medical
transportation, test, measurement, etc.LT Growth: 36% |
| Titan Corp (TTN) (5) //- 47 (60) 39% pe 64, 45M
Leading provider of satellite
communications systems, information technology solutions, and
sterilization systems for customers worldwide. |
| Wind River Systems (WIND) (5,3) 31(66) 34% pe na, 72M Consulting
services for advanced software operating systems 34% |
| NETP (3,5) -- 37.5 (66.5) 39% pe na 22M Leading
provider of real time personalization and precision marketing
software solutions. LT Growth: 50% |
| Phone (PHCM)) (3,4) //
146 (208) 32% per na, 68M Provider of software that enables
the delivery of intenet-based services to mass market wireless telephones. LT
Growth: 55% |
| New Era of Networks (NEON) (2,6) -- 39(96) 58% pe na, 33M Application
integration software. Flagship software suite is NEON. LT
Growth: 49% |
| InterVu (ITVU) (3,2,1) // 94(173) 44% pe na, 15M Provides web site owners withl ive and on-demand
video with audio content over the web. Provides services to CNN, Intel,
Microsoft, NBC, and more. LT Growth: 60% |
| Comm Touch Software (CTCH) (3) //
66 (67) 5% pe na 12M Global provider of email and other
messaging service. |
| PSWT (2,1) // 35 (54.5) 22% pe 213,
9M Services to IT vendors and IT users. |
| ECCS (1,1) //\ 12 (25) 13% pe 87 11M
Intelligent solutions for Open Systems and related markets.
Sells full feature fault tolerate RAID product to NT an UNIX environments. |
| EPNY (1,5) //\ 148 (324) 17% pe na 26M Software
fof customer relationships. LT Growth: 45% |
| AGIL (0,6) /- 75 (112) 34% pe na 23M Product
content management software. LT Growth 53% |
| IINT
(1,1,2) /- 8 (13) 41% pe 13, 32M B2B e-commerce
servicers to manufacturers. LT Growth: 30% |
| ELCO (0,1) /\ 15 (50) 7% pe na 28M Interactive
electronic commerce and markets PC products thru a subsidiary. Lt Growth 30% |
| ELON (0,1,1) //\ 69 (113) 10% pe na 33M
Hardware and software products that enables OEM and system
integrations.LT Growth 40% |
| Vertel (VRTL) na // 21(51) 15% pe na
25M, Software for the management and operations of
telecommunications networks. |
| ARIS
na /\/ 8.3 (18) 17% pena, 6M |
| Centura Software (CNTR) (na) /- 8(18.87) 4% pe na, 35M To
deploy business applications in a cost effective manner. |
CATV Systems: revised 4/1/2000
| Comcast Systems (CMCSK) (14,5,1) /\ 39(57) 75% pe
26, 751M Hybrid fibre-coaxial broadband cable communications
network primarily thru QVC(its electronic retailing subsidiary). 14% |
| Adelphia Comm (ADLAC) (8,2) \ 46(87) 46% pe na,
123M Cable and local telephone operations. 16% |
| Cox Communications (COX) (6,10,4) /- 45 (58)
26% pe 29.8, 598M Leading broadband
communications company with US broadband network operations and
investments in cable television progamming, etc. 14% |
| Cablevision Systems Corp (CVC) (8,2,2) -- 58(91)
46% pe na, 172M Owns and operates cable television
systems wth 2.8 M subscribers. 16% |
| MediaOne Group (UMG) (3,7,5) -- 77(83) 57% pe na,
611M |
| United Pan-Europe communications NV (Upcoy) (0,3)
// 208(238) 1.8% pe na, 145M Television and
telecommunications company. |
| AT&T Corp-Liberty Media Group (LMG.A) na
// 51.44 |
Communications Equipment revised 4/1/2000
| Tellabs Inc (TLAB) (17,11,2) --/ 59(77) 66% pe 42, 402M Voice,
data and video transport and network access systems for telephone companies
and business end users. LT Growth 30% |
| L.M. Ericsson Telephone Co (ERICY)* // (10,12,2) /
85(105) 12% pe 125, 1.9B International
leader in telecommuications. 24% |
| ADC Telecommunications *(ADCT) (10,11,2) /
48(58) 74% pe 101, 30M, 97eps, 84rs, Global provider of voice, video, and
data systems and solutions for telephone, cable TV, internet, wireless
and private networks. 26% |
| General Motors Corp (GMH) (10,5,2) |
| Scientific-Atlanta *(SFA) (8,10,1) //
63(77) 64%
pe 84, 158M, 86eps, 94rs, Advancec communicatins networks which deliver
voice, data and video via broadband terrestrial and satellite networks.22% |
| Covad Communication (COVD) (9,6,1) /
66(100) 39% pe na, 96M Provides high speed DSL service to ISP
and enterprise customers. 50% |
| Corning Inc (GLW) (6,6) // 188(216) 74% pe 102, 275M,
81eps,90rs, Global tech based corp with 3 segments: telecommunications
(optical fiber and cable), advanced materials (glass products) and
information display (TV glass panels.) 21% |
| Qualcomm Inc (QCOM) (7,7,6) /- 145(200)
40% pe 358, 708M, 99eps, 97rs, Leader
in wireless technology.34% |
| Proxim (PROX) (7,2) // 120(176) 78% pe 538, 11M Wireless
local networking products based on radio frequency technology. 36% |
| Gilate Satelllite Networks (GILTF) (6,3) /- 106(181) na, pe 108, 21M,
95eps, 91rs, Complete end-to-end telecommunications and data networking
solutions based on a very small aperture terminal satellite earth stations.
32% |
| Advancec fibre Communications (AFCI) (3,8,1) / 65(89) 65% pe 21, 79M
95eps, 97rs, Provider of telecommunications gear. 28.5% |
| Copper mountain Networks (CMTN) (3,5) // 80(115) 35% pe 385,
47M Supplier of high speed DSL.45% |
| Powerwave Tech** (PWAV) (3,5) //
153(205) 86% pe 158, 20M, 95 eps, 96rs, Ultra-linear radio frequency
poweramplifiers for use in the wireless communications markets. 41% |
| Mercury Computer Sytems *(MRCY) (4,1) // 53(68) 70% pe 50, 21M
Real-time digital signal processing computer systtems that transforms sensor
generated data into images for human or computer analysis. 27% |
| PCMS (P-Com Inc) ((3,5,2) / 16.75(28) 58% pe na, 64M
Supplies equipment and services to access to worldwide
telecommunications and broadcast networks.26% |
| RCNC (2,7) / 54(74) 35% pe na, 76M Provider to
residential customers. |
| Digital Lightwave (DIGL) (3,1) //- 64(150) 21% pe 416, 27M Diagnostic
products for fiber optic based networks LT Growth: 62% |
| Adtran Inc (ADTN) (2,7,2) //\ 58(80) 32% pe 46, 39M High
speed digital transmission products 23% |
| DSP Group[DSPG) (2,4) / 62(71) na, 2pe 29, 26M, 90eps, 96rs,Maker
of digital signal processing products. 27% |
| Ditech communications (DITC) (2,2) / 105(140) na, pena, 28M, 77eps, 99rs
Provider of networking gear. 35% |
| Adaptive Broadband (ADAP) (2,2,3) //| 104(209) 65% pe 88, 16M
Supplier of wireless and satellite-based systems to support
data communications, digital TV and telemetry networks. High speed internet
access, transport and worldwide internet backbones. 23% |
| NSATF (na) /- 10.75(32) 2.6% pe na, 21M Specializes
in the design and manufacture of satellite and cable communictions
equipment. |
| Eagle Wireless International (EAG) (na) - 9.75(19.5) 0% pe 950, 18M Equipment
and software used by paging and other wireless personal communication
markets. na |
Computer Based Systems revised 4/1/2000
| Blue Wave Systems, Inc (BWSI) (1,2) //- 13(24) 29% pe na, 15M Programmable
digital signal processing computing sub-systems that are used in
telecommunications. |
| FieldWorks Inc (FWRX) (1,0,1) -- 2.44(3.5) .1% pe na, 8.8M Supports
portable computing platform. |
| VA Linux Systems (LNUX) (0,3) |\ 62(320) 16% pe na, 41M Leading
provider of integrated linux-based solutions. 40% |
| MXWL, NIPNY |
Computer Peripheral revised 4/1/2000
| Celestica (CLS) (10,7,2) /- 52 (57) 52% pe 140 185M, 71EPS Canadian
provider of electronics manufacturing devices for OEM. 31% |
| NLCS (7,7,1) --, 43 (52) 75% pe 36 32M Global
information service company. 19% |
| Brocade Communications Systems *(BRCD) (6,5,1) //
160 (179) 45%
pe na 54M, Leading provider of Fibre Channel
switching solutions for Storage Area Networks. 44% |
| Symbol Tech (SBL) (8,2,4) / 82(103) 95% pe 68, 88M Global
provider of wireless networking and information systems.21% |
| Lexmark* (LXK) (6,4,1) /- 102 (135) 92% pe
47 129M ,94 eps, Global developer of laser, inkjet and
dot-matrix printers. 20% |
| Zebra Tech (ZBRA) (3,4) - 54(71) 91% pe 25, 31M 96eps, Broad
range of thermal and thermal transfer bar code label printers, receipt
printers, instant-issuance plastic card printers and secure identification
printing systems. 20% |
| Emulex (EMLX) (3,3) //\131(224) 88% pe
217,
35M Broadline of fibre channel host adapters, etc.28% |
| Foundry Networks (FDRY) (3,2,1) //\
126 (212) 14% pe 680 114M Comprehensive suite of high
performance networking products.44% |
| Hauppauge Digital (HAUP) (0,1,1) //\ 16(48) 6% pe 52, 8M Allows
Pc users to watch TV 40% |
| Communication Intelligence Corp (CICI) (na) \ 4.5(13)
8& pe na, 79M Computer interface, handwriting
recognition, and dats security technologies and products to satisfy emerging
markets. na |
| Perfectdata (PERF)() /- .3% pena, 3M Designs,
assembles, and sell computer and office equuipment care and maintenance
products. na09 |
Conglomerates revised 4/1/2000
| Tyco (TYC) (15,2) /\/
49(53) 78% pe 35, 1.7B Diversified manufcturing and service
company.21% |
| General Electric (GE) (8,13) /\/
158(164) 52% pe 51, 3.2B One of the largest
and most diversified industrial corp.14% |
| GEN )9,11) /\/ 130(159) 52% pe 43, 3.3B |
| CBS (10,6,1) /\/ 57(65) 66% pe 54, 8%, 705M |
| UTX (10,5,2) \ 61(75) 78% pe 18, 474M |
| HON (8,5,1) \ 51(68) 72% pe 24, 795M |
| Textron (TXT) (4,3,2) \ 60(90) 65% pe 4.1 146M
Global multi-industry company with operations in 4 business
segments: Aircraft, Automobile, Industrial and Finance. 14% |
Consumer Services revised 4/1/2000
| Intercept Group (ICPT) (6,1) //\/- 24(32)
18% pe 27, 10M Suite of fully integrated electronic commerce
products and services. 30% |
| Carey International (CARY) (4,2) \ 18(27) 38% pe 15, 9M One
of the worlds largest chauffered vehicle service companies.23.75% |
| DGIN (2,3) /\ 63(86) 9.4%, pe na 14.4M |
| CPC (1,2,3) \ 18 (37) 39% pe 193, 36M Leading
provider of parking services.20% |
| WDRY (0,2,1) \ 9(14) 66% pe na 13M Leading
supplier of outsourced laundry equipment services. 15% |
| LDW (1,2,1,1) \ 1.44(7.9) 44% pe
na, 330M Under lawsuit 20% |
Contract Manufacturing revised 4/1/2000
| Flextronics Int (Flex) (15,6,1) /
66( 79) 86% pe 96.5, 115M 99eps, Provider of advanced
electronics manufcturing services to OEM 31% |
| Soletron (SLR) (11,13,1) \_ 38(49) 91% 57.5, 590M |
| JBL (12,12,2) / 80( 89.5) 58% pe 76, 86M |
| Sanmina (SANM) (11,6,2) / 56(68) 88% pe 59, 59M
Leading independent provider of customized integrated
electronic manufacturing services. 30% |
Credit Services revised April 23, 2000 new
listing
| Providian Financial Corp (PVN)(16,6,2)25% \ 89(138) 79% pe 22, 142M A
provider of lending and deposit products to customers. |
| Capital One Financial Corp (COF) (12,10,1) \ 47(60) 67% pe 25, 196M Holding
company. Its subsidiaries are among the largest providers of MasterCard and
Visa credit cards in the world. 23% |
| Associates First Capital (AFS) (8,15,2) 21(49) 77% pe 10, 728M A
leading, diversified financial services organization,15% |
| Household International (HI) (12,8,2) \ 41(52) 82% pe 14, 472M Loan
products to middle-market consumers. 14% |
| MBNA Corp (KRB) (9,10,4) 26(33) 71% pe 20, 801M Parent
company of MBNA America Bank,N,A. Major independent credit card lender and
is the leading issuer of affinity credit cards. Provides consumer loans and
offers insurance and deposit products, 19% |
| American Express (AXP) (5,8,6) /\/ 143(169) 75% pe 25, 442M Travel
related services, financial advisory services and international banking
services throughout the world. 13% |
| Morgan Stanley Dean Witter(MWD)(2,6,3) /\ 75(97)55% pe 16, 1.1B A
preeminent global financial service firm 14% |
Data Storage revised 4/1/2000
| *EMC (15,9,2) / 129(133) 71% pe 143, 1B
World's technology and market leader
in intelligent enterprise storage systems. 30% |
| Network Appliance Inc (NTAP)* (11,4,1) //+
79(124) 63% pe 483, 304M High performance data storage
devices. LT Growth: 47% |
| MTI Tech Corp (MTIC) (2,4) // \
27.88 (54) 33% pe 103, 31M International provider of
high performance data storage solutions. 27% |
| Advanced Digital Information (ADIC) (2,3) /
35(50) 86% pe 91, 51M Broad range of products designed
to enable organizations to manage increasng amounts of complex data. 26% |
| Seagate Tech (SEG) (4,6,3) / 66(66) 76% pe 16, 215M
18% |
| Quantum Corp (HDD) (1,3,6) _/- 10(11) 72% pe na, 84M 17% |
| Western Digital (WDC) (0,1,10,1) -- 6.8(10) 17% pe na, 129M |
Department Stores
| NMG.A(0,2,3), KSS, FD, MAY, SKS, S |
Diagnostic Substances (Biotech) revised 4/1/2000
| QLT Phototherapeutics Inc (QLTI) (9,0,1) /- 49(85) 74%
pe na, 64M Leader in photodynamic therapy.
treatment for cancer, eye and other medical conditions.35% |
| Biochem Pharma Inc. (BCHE) (7,3,6) -- 21(35)
35.5% pe 22, 108M Focus on cancer and infectious disease. 21% |
| Digene Corp (DIGE) (2,3) //\ 45(58)
28.5% pe na, 16M Markets proprietary DNA and RNA testing
systems. 40% |
| NeoRx Corp (NERX) (1) /\ 14( 70) 12% pe na, 21M
Treatment for cancer, cardiovascular, and inflammatory
diseases. |
| Genome Therapeutics Corp (GENE) (1) //\ 22(75) 26% pe na,
20.5M Leader in the field of genomics-based
drug target discovery. |
| Boston Biomedica (BBII) (0,2) _|- 7 (16) 8.4% pe na,
4.7M Infectious disease including aids, hepatitis and lyme
disease. |
| Human Genome Sciences Inc (HGSI) (1,5,2) //\ 84(232)
70% pe na, 51M Medical utility of genes. |
| Idexx Laboratories Inc (IDXX) (1,2,1) -- 22 (30) 81% pe
31, 36M Services for veterinary, fod and environmental
markets. 23% |
| Cytogen Corp (CYTO) | \ 7 (22)15% pe na, 70M Treatment
of cancer and other diseases. |
| TCLN (na) //\ 4.6
(16) .9% pe na, 89M Production of monoclonal antibodies and therapeutic
applications. |
Diversified Communications Services revised 4/1/2000
| Sprint Group (FON) (8,8,1) -- 60(76) 61% pe32, 871M Long
distance services. 14% |
| Crown Castle International Corp (TWRS) (9,2) / 36(42) 35%
pe na, 156M Leading US and international
provider of wireless communication and etc. 52% |
| PanAmSAT Corp (SPOT) (6,9,1) -- 41(74) 9% pe 57, 149M Worlds
largest commercial provider of global satelite based communications
services. 23% |
| American Tower Corp (AMT) (8,6,2) / 50(55) 77% pe na, 155M
Leading independent owner and operator of
communication towers in the US.41% |
| Efficient Networks (EFNT) (4,4) //
165(186) 15% pe na, 48M Worldwide developer and supplier of
high speed DSL 45% |
| NBC Internet (NBCI) (4,2) //\ 43(106)
0%, pe na, 51.9M Global integrated media company.
LT Growth 60% |
| ASPT (2,8,1) //\ 37(69) 76% pe na, 48M Application specific
telecommunicatins systems.23% |
| OBAS (1,1,1) / 23(45) 14% pe 52, 8M Enables MPEG
based digital video over ATM and IP based networks.35% |
Diversified Computer Systems revised 4/1/2000
| International Business Machines Corp** (IBM) (14,10,4) --
122(139)
51% pe 25, 1.8B Making major
moves on the B2B side. |
| Sun Microsystems,Inc (SUNW) *(10,12,1) //
93(101) 58% pe124, 1.7B 94eps 84rs Worldwide provider of
products.21% |
| Hewlett Packard Co *(HWP) (10,12,7) /
130(155) 55% pe42, 1B Global provider of computing and
imaging solutions. 14% |
| MIPS Technologies Inc (MIPS) (4,3) /\/ 56(111) 92% pe 85, 38M Leading
designer and developer of RISC based microprocessor intellectual property.
45% |
Diversified Electronics revised 4/1/2000
| JDS Uniphase Corp* (JDSU) (19,13,1) //
116(153) 84% pe na, 712M 98eps, 98rs, Leading fiber optics47% |
| SCI Systems (SCI) (12,8,3) / 47.5(49) 92% pe 40, 144M Electronic
products for the computer, aerospace, defense, telecommunications, medical,
and entertainment industries.22% |
| Dii Group Inc (DIIG) (9,3,1) // 106(115) 84% pe
64, 36M Printed
wiring boards.28% |
| Electro Scientific Industries Inc *(ESIO) (8,3,1) /
52(67) 89% pe 58, 26M Laser manufacturing, production
and test equipment, laser trim systems, machine vision systems and circuit
fine tuning systems.26% |
| Advanced Energy Industries Inc (AEIS) (3,6,2) // 51(77) 53% pe 86, 28M Power
conversion and control systems. 28% |
| Spectrum Control (SPEC) (na) / 11(17.5) 44.6% pe 31, 10.9M Broad
line of control products and systems. |
| Power-One Inc (PWER) (4,4) |
| Vishay Intertechnology Inc(VSH) (5,2,1), ABS |
Drug Delivery revised 4/1/2000
| Alza Corp (AZA) (8,2,2) -- 36(53) 75% pe 42, 102M |
| Elan Corp (ELN) (6,6,4) -- 46(44) 61% pe 32, 266M |
| Andrx Corp (ADRX) (6,1,2) / 104(131) 32% pe 39, 31M
LT Growth41% |
| Alkermes (ALKS) (4,3,1) //- 89(197)
94.6% pe na, 26M Leader in drug delivery technologies. 30% |
| Biovail Corp (BVF) (2,7,2) //- 38(71) 53% pe
36, 62M Oral controlled release products.25% |
| Emisphere Technology (EMIS) (2,3) //
40(84.5)42% pe na, 124 |
Drug Manufacturers/Major: revised 4/1/2000
| Bristol Meyers *(BMY) (12,12,4) \ 57(79) 62% pe 28, 1.9B Pharmaceutical,
consumer medicines, beauty care products, nutritional and medical
devices. LT
Growth13% |
| Abbot Lab (ABT) (10,7,5) \ 35(53) 55% pe 22, 1.5B
Pharmaceutical, diagnostic, hospital and Ross products
and International. LT Growth 12% |
| Johnson & Johnson(JNJ) (7,16,6) \ 70 (106) 60% pe 24, 1.4B Products
related to health and well being. 13% |
| Merck* (MRK) (9,13,8) \ 62(87) 54% pe 25, 2.3B Human
and animal health products.12% |
| Pfizer (PFE) (10,8,10) \ 36(50) 50% pe 44, 3.8B
Health care, consumer health care and animal health. LT Growth 18% |
| Eli Lilly (LLY) (6,12,10) -- 62(97) 63% pe 25, 1B Neurosciences,
endocrinology, anti-infectives, cardiovascular, gastrointestinal, oncoogy,
and animal health. 14.5% |
| Glaxo Wellcome (GLX) (1,6,7) 60.5(70) 2.3% pe 37, 1.8B
Largest drug company in the world. Prescription and nonprescription
medicines.10.8% |
Drug Manufacturers/Other revised 4/1/2000
| Polymedica Corp (PLMD) * (6,3) //
58 (59) 65.6%
pe 52, 12M Diabetes supplies and consumer health care.
29% |
| Forest Labs (FRX) (8,7,4) -/ 84(87) 88% pe 59, 84M 71 eps Sells
branded and generic pre & non- prescription pharmaceuticals.28% |
| Vertex Pharmaceuticals (VRTX) (4,5,1)
/- 46(90) 48% pe na, 25M Viral diseases, cancer,
autoimmune and inflammatory diseases, and neurological disorders 20% |
| Alpharma (ALO) (5,1,2) -- 27 (43) 84% pe 28, 27M
Generic and human pharmaceuticals and animal health
products.24% |
| Millennium Pharmaceuticals (MLNM) (4,3,2) //\ 129(316) 72%,pe na 45M
Breakthrough drugs, therapeutics, gene to patient predictive
medicine products. 27% |
| Allerghan (AGN) (3,5,2) -- 50 (63) 83% pe 36, 134M Eyecare
and specialty pharmaceutical products, ophthalmic surgical devices, OTC
contact lens care, movement disorder and dermatological markets. 17.6% |
| DURA (3,3,6) -- 12(19) 66% pe 18, 44M Allergies,
asthma, pneumonia and related respiratory conditions. 25% |
| COR Therapeutics (CORR) (0,7) _/- 65(103) 63% pe na, 25M Severe
cardiosvascular diseases, including unstable angina, acute myocardial
infarction, venous thrombosis and restenosis na |
| ICOS (0,6) / 36 (68) 28% pe na, 45M Molecular targets in
inflammatory and other serious diseases. na |
| Ligand Pharmaceuticals (LGND) (1,2,2) /- 17.7 (26.50) 25% pe na, 47M Regular
gene activity and the genetic processes affecting many diseases. na |
| Microcide Pharmaceuticals (MCDE) (0,1,1) //- 13 (26)
33% pe na, 11M Serious bacterial, fungal and viral
infections. na |
| NEXL (na) |- 4 (16.75) 7.8%pe na, 72M Specialized
instruments, biologicals, reagents, sterile plastic sets and related
products used in ex vivo cell research. |
Drugs Wholesale
| BDY, CAH, AAS, PHCC, MCK, BBC |
Electric Utilities revised 4/1/2000
| Calpine Corp (CPN) (10,5,1) |
| Independent Energy Holdings (INDYY) (2,3) // 45(57)
42% pe 80, 31M Largest independent marketer of electricity in
the United Kingdom.30% |
| DUK -- 52, TXU --29 , FPL 46 , TE19 , SO 21, |
Electronic Equipment revised 4/2/2000
| Motorola (MOT) (14,12,7) /
146 (184) 60% pe 109, 714M Global provider of integrated
communications solutions.20% |
| Gemstar International Group Ltd (GMST)* (7)
// 86 (107) 52% pe 195, 200M Enhance consumers'
interaction with electronics products that delivers video & other data.36% |
| Echostar Communication (DISH) (9,6,1) //
69 (81) 71% pe na, 466M Leading manufacturer and
worldwide distributor of DTH satellite television products.LT Growth 65% |
| Emerson Electric (EMR) (4,7,2) -- 53 (71) 74% pe 17 431 M Broad
range of electrical, electromechanical, and electronic products and systems.
10.6% |
| Harman International Industries Inc (HAR) (4,1,1) -- 60 (63.75)
92% pe 17, 17M Worldwide leader of high fidelity audio
products.15% |
Electronic Wholesale revised April 23, 2000 new
listing
| KNT, HUG, CELL, WCC, GWW |
Entertainment Diversified revised 4/2/2000
| Time Warner (TWX) ( 11,11)
\/\/ 100(105) 68% pe 69, 1.3B Media
and entertainment company. Cable networks, publishing, entertaiment and
cable. 16% |
| Disney *(DIS) (8,10,10) \/
41(42.5)44% pe82, 2B 14% Worldwide entertainment
company. 14.7% |
| News Corp (NWS) ( 6,5) // 57(67) 10% pe 56, 942M 14% Printing
and publishing newspapers, inserts, books, etc.14% |
| Viacom (VIA.B) (4,6,11) _/- 53(63) 71%
pe 103, 696M Operates MTV, VH1, Nickelodeon, paramount
Picturrs, Blockbuster Video Stores, Paramount Parks, and simon &
Schuster.20% |
| Gaylord entertainment (GET) (0,2,2) /-27(33) 43% pe 9.4 33M Emphasizing
family values, country music roots, (hospitality, creative contents, and
interactive media.) 11% |
Food-Major Diversified revised April 23, 2000 new
listing
| Nestle (NSRGY) 89 World's largest foods company. Listed in the Zurich market. |
| Nabisco Holdings(NA) (4,10,3), General Mills (GIS) (5,6,5), H.J. Heinz (HNZ)
(4,7,10), Campbell Soup (CPB) (1,2,13,0,2), Kellogg (K) (2,1,14,0,1), |
Gas Utilities
| EQT, KSE, STR, ATG, MCN |
Home Health Care: DYII
Industrial Electrical Equipment revised 4/2/2000
| Rayovac Corp (ROV) (4,2) -- 24(31) 88% pe 24, 27M Leading
value brand.22% |
| Cable Design Tech (CDT) (3,1,2) / 34(43) 75% pe 21, 28M Leading
manufacturer of advanced electronic data transmission cable. 13% |
| ASM Lithography Holding NV (ASML) (2,7,2) / 111(150) 47% pe 200, 139M Advanced
lithography systems 27% |
| UCAR international (UCR) (2,3,1) -- 13(28) 95% pe 17, 45M Manufacturer
of graphite and carbon electrodes and cathoides in the world. 13% |
| Littelfuse (LFUS) (2,3,2) / 36(39) 97% pe 31, 19M Leading
manufacturer of fuses and etc.14% |
Information Tech Services: revised 4/2/2000
| Marchfirst Inc (MRCH) (11,11,3) /\ 36(81) 73% pe 76 56M
LT Growth 39% |
| Electronic Data Systems (EDS) (7,6,4) /\ 64(76) 63% pe 75, 470M |
| Computer Science Corp (CSC) (4,9,2) /\/ 79(94) 77% pe 35, 167M One
of the worlds leader 17% |
| Ciber (CBR) (3,10,2) /\/ 20(29) 41% pe 68, 59M 21% |
| Sykes Enterprise (SYKE) (2,1,8) /\ 18(52) 52% pe 31, 42M 26% |
| Keane Inc (KEA) (1,8,8) /\ 25(35) 50% pe 25, 71M 22% |
| Cambridge Tech Partners (CATP) (1,6,14) /\ 13(27) 48% pe 454, 60M
24% |
Insurance Brokers
| AJG, HRH, MMC, FHCC, CORE |
International Brokerage-Natl revised April 23, 2000 new
listing
| Charles Schwab (SCH) (5,6,3), Merril Lynch) (MER) (4,4,2), Lehman Brothers
Holdings (LEH) (2,5,1), PaineWebber Group (PWJ) (3,3,3), AmeriTrade Holding
(AMTD) (3,6,7) |
Internet Info Providers revised 4/2/2000
| AOL *(24,13,3) 67(95) 49% pe 174, 2.3B
Leader in interactive services. 48% |
| YHOO (14,14,4) /- 171(250) 71% pe na, 526M Leading
guide in terms of traffic, advertising, and household and business users.
50% |
| VERT (9,8,1) //\ 136 (296)
37% pe
na, 35M Owns industry-specific Web sites designed as online
B2B communities (vertical trade communities).50% |
| LCOS (7,11,3) /- 70 (93) 47% pe na, 109M 50% |
| Excite@Home
(ATHM) (7,7,3) \ 32(99) 24% pe na, 369M Narrowband
portal includes excite.com, broadband services, @Home, @Work, Excite@Home,
MatchLogic and Enliven. 66% |
| Sportsline (SPLN) (3,5,2) -- 29(83) 53% pe na, 23M Sports
media & merchandise provider. 57% |
| iVillage (IVIL) (3,3,1) /\ 15(130)
18% pe na, 29M Leading online women's network. LT Growth 60% |
| CHINA (0,1) //- 81(156) 8% pe na, 46M Asian
internet company targeted to chinese language audiences. na |
Internet Services revised 4/2/2000
| Verio (VRIO) (17,8,1) /\ 45(84) 66% pe na, 78M Services
to small and medium sized businesses. 125,000 customer accounts in 37 Metro
area. 44% |
| Juniper Networks Inc (JNPR)* (10,4) //
263(312) 23% pe na, 155M A leading provider of internet
infrastructure solutions.47% |
| PSINet Inc (PSIX)* (9,4,1) / 34(60) 60% pe na, 157M
Leading global facilities based provider. 47% |
| EarthLink (ELNK) (8,4,1) -- 19(99) 0% pe na, 138M
41% |
| Lycos (LCOS) (7,11,3) -- 70(93) 47% pe
na, 109M 50% |
| Concentric Network (CNCX) (5,7,3) -- 55(61) .53% pe na, 42M Provides
tailored, value added IP based network services such as virtual private
networks, dedicated access facilities, remote access service,s and Web
Hosting services to businesses and consumers.44% |
| Ticketmaster Online-City Search (TMCS) (4,1) -- 25(47) 49%
pe na,
85M 55% Merger of CitySearch and Ticketmaster Online. 56% |
| Softnet Systems(SOFN) (3,4) -- 29(69)29% pe na, 26M Focused
on partnering with small to mid-sized cable operators.50% |
| Internet.com(INTM) (2,2) //\ 41(72) 5.7% pe na, 25M LT
Growth 77% |
| Internet America (GEEK) (2,1) -- 8(40) 3% pe na, 9.6M |
| Pacific Internet Ltd (PCNTF) (1,1) --\ 37(104) 4.6% pe 83, 10M Services
in Singapore, Hong Kong, and the Phillipines and seeking to become the
premiere ISP provider in the Asia-Pacific region. na |
| NaviSite (NAVI) (0,4) //\ 121(329) 14% pe na, 28M Internet
applications services provider.na |
| Mindspring (MSPG) na 30.5 |
Internet Software & Services: HOT, Volatile, Big
drops at end of 1st QTR
| Exodus (EXDS)* (21,12) // 140 (179)
78%pe na, 170M
Leading provider of internet systems with
mission critical internet operations. .56% |
| Doubleclick (DCLK) (12,10,1) /- 93 (135) 65% pe na,112M A
leading provider of marketing and advertising solutions to thousands
of advertisers and adveritising agencies.54% |
| Vignette (VIGN) (13,2) //\
160 (302) 72% pe na 56M
Allows business to develope and manage online customers and
increasing web-based revenues. 61% |
| Priceline (PCLN) (10,5) //\ 80 (165) 24% pe na,
146M Demand collection system that enables consumers to save
money on products and services and allows sellers to generate revenue. 65% |
| Verisign (VRSN) (9,12,1) //\
149(258) 85% pe na, 103M To conduct trusted and secure
electronic commerce and communicatons. 55% |
| Ebay(12,10,5) -- 176(255) 29% pe na, 129M Worlds
largest and most popular person to person trding community. 50% |
| Amazon (AMZN) (12,10,7) --\ 67(113) 26% pe na, 340M
Leading online retailer of books, music, and other
products.54% |
| 24/7 Medida (TFSM) (12,1,1) -- 39(69)
53% pe na, 25M Internet advertising and direct marketing
firm.50% |
| S1 Corp (SONE) (10,1) /\ 85 (142) 60% PE NA 27M Enable
financial institutions to offer services on the internet. 52% |
| Inktomi (INKT) (8,10,1) / 195 (241) 43% pe na 108M A
leading provider of scalable software applications to enhance the
performance and intelligence of large scale networks.58% |
| Ariba (ARBA)* (7,13) // 209 (366) 32% pe na,96M One
of the leaders in providing software and services on the net.61% |
| Broadvision (BVSN)* (7,14,2) /+ 44 (93) 54% pe
641, 242M Enable businesses to conduct
commerce, etc.47% |
| Safeguard Scientifics (SFE) 9,3) _/\ 69 (99) 30% pe 59, 107M B2B
internet centric holding and operating company. 19% |
| RealNetworks (RNWK) (6,15) -- 56 (96) 65% pe na, 148M Enable
the delivery of streaming media content over the internet and intranets. 55% |
| Citrix Systems Inc *(CTXS) (7,2,1) //
66(122) na, pe 161, 181M Leading supplier of multi-user
application server products for enterprise applications.43% |
| E Trade (EGRP) (7,6,7) -- 14(42) 32% pe na, 291M Online
investing services 41.57% |
| Globix Corp (GBIX) //\ (6,3,1) 38(67) 52% pe na, 34M A
leading full service provider of sophisticated internet solutions to
business enterprise.na |
| ICGE (5,7) /\ 90 (212) 10% pe na, 264M An
internet holding company engaged in B2B. 50% |
| Art Technology Group (ARTG) (5,5) //\
65(106) 43%, pe na, 62M Suite of internet customer
relatinsiip management commerce software applications.48% |
| WebTrends (WEBT) (5,2) / 72(76) 95% pe 654,
25M Leading provider of enterprise management and reporting
solutions.56% |
| PurchasePro.com (PPRO) (5,1) /- 72 (175) 12.5% pe na, 18M B2B
electronic commerce services. na |
| CMGI (4,7) _/- 113 (163) 31% pe 149, 279M Develops
and operates internet and fulfillment services companies. Maintains
investment in three venture funds: CMG@Ventures
1,11,111. 45% |
| ISS Group (ISSX) (4,6) / 116(141) 56% pe685, 40M
Leading provider of network security monitoring.51% |
| Open Market (OMKT) (4,5,1) / 25(65) 34% pe ma. 43M Allows
customers to engage in B2B and B2C internet commerce, information commerce
and commercial publishing. 44% |
| SWCM (4,3) // 129 (155) 30% pe na 41M
Developer and provider of scalable messaging software
applications for providers of internet communicatins and services. 50% |
| AppNet (APNT) (4,2) //\ 47(71) 27% pe na,
31M Solutions to medium and large businesses. 43% |
| Kana Communications (KANA) (3,4)
//\ 68(175) 6 7% pe na, 57M Customer communication software
and services for e-businesses. Allows companies to manage high volumes of in
and outbound e-mail and Website-based communications.57% |
| Phone (PHCM)) (3,4) //
163 (208) 32% per na, 68M Provider of software that enables
the delivery of intenet-based services to mass market wireless telephones. LT
Growth: 55% |
| Engage Technologies Inc (ENGA)* (3,3) //\ 76(189) 11% pe
na, 54M Provider of profile-based internet marketing
solutions.na |
| Allaire Corp (ALLR) (2,6) / 75(94) 58% pe na, 26M Independent
e-busines platform provider who's products (Allaire Spectra, ColdFusion,
HomeSite, and JRun) are used by developers worldwide. |
| Ibasis Inc (IBAS) (2,3) /- 41 (94) 21% pe na 33M Leading
provider of high quality internet telephone services.75% |
| Cobalt Group (CBLT) (2,3) /\ 12 (34) 4% pe na 17M, Services
to individual franchised automobile dealerships.40% |
| Liquid Audio (LQID) (2,2) _/\ 13 (49) 53% pe na,
19M Gives artists and record companies the ability to
create, syndicate and sell music. 62% |
| NetCreations (NTCR) (2) // 42 (70)
1 8% pe 114, 15M
Provides direct marketing services that enables direct
marketers to target consumers who have given permission to receive email
messages in over 3000 categories. na |
| Silknet Software (SILK) (1,6) //\ 103(285)
44% pe na, 17M Personalized marketing, sales,
electronic commerce and customer support. 51% |
| BackWeb Tech (BWEB) (1,3) // 34(59) 13%
pe na, 32M Enable companies to communicate business-
critical, time- sensitive information with customers, partners and
employees.50% |
| E-Stamp (ESTM) (1,2) \ 7 (44) 15% pe na, 39M Postage
service. 62% |
| Cacheflow (CFLO) (1,2) /\ 118(182) 29% pe na, 35M High
performance, internet caching appliance.40% |
| SciQuest.com (SQST) (0,9) //\ 25 (91) 22% pe na, 28M Marketplace
for scientific and laboratory products.50% |
| Spyglass (SPYG) (0,2,1) // 77(95)
31% pe 59, 17M Leading provider of strategic internet
consulting, software and professional services that enable content
providers, service operators, and device manufacturers to capitalize on the
potential of the internet. |
| Digex (DIGX) (na) // 110(184) 92% pe na
61M Provider of web hosting services to businesses and
organizations.na |
Investment Brokerage Regulation revised 4/2/2000
NLY 9(11), TWE 25(27), NITE 51(81), WDR 42, EELN (7), LM , BLK
Life Insurance
| JHF, MFC, AXF, AGC, LNC, MNY (1,4,4) |
Long Distance Carriers
| MCI Worldcom (WCOM) (20,7,1) 40(64.5) 59% pe 30, 2.8B Global,
broad range communications company.28.5% |
| AT&T (T) (13,8,7) /\/\ 49(63) 44.6% pe 29, 3B One of
the worlds leader providing voice, data and video communicatiions.12.75% |
| Viatel Inc (VYTL) (5,3) /\ 33.5(75) 53% pe na, 32M Provider
of all distance communications. 30% |
| Primus Telecommmunications Group(PRTL)(5,1) 31.5(51.75) 54% pe na, 37M International
and Domestic long distance. |
| General Communications (GNCMA) (na) /\ 4.88(8) 37% pe na, 51M Alaska's
leading cable television service provider. na |
Major Airlines revised April 23, 2000 new
listing
| AMR Corp (AMR) (6,7), Delta Air lines (DAL) (3,7), NorthWest
Air Lines (NWAC) (4,3,3), United Airlines (UAL) (2,6,2), US Airways Group
(U) (0,2,7) |
Major integrated Oil/Gas revised April 23, 2000 new
listing
| Conoco Inc (COCA) (11,5,4), Chevron Corp(CHV) (7,15,4), Texaco (TX)
(7,11,5), BP Amoco PLC (BPA) 6,6,8), Exxon Mobile (XOM) (5,13,11) |
Management Services revised 4/2/2000
| DTPI (9,4) /\ 65(107) 84% pe 119, 21M An e-commmerce
consulting firm that helps its leading national and multinational clients
create and implement digital strategies. 37% |
| FYII (7,3) -- 27(35) 68% pe17, 14M National
single source provider of document management services to three primary
client segments: healthcare institutions, professional service firms, and
financial institutions. 21% |
| US Interactive (USIT) (4,1) /\ 35(92) 13 pe na, 25M Helps
companies take advantage of the business opportunities presented by the
internet. 55% |
| SVM (3,6,2) \ 11(20) 29% pe 20, 310M Consumer
services, management services, and employer services.16% |
| Xcelera (XLA) (na) //\ 162(225) 5.8% pe
na, 52M Holding company focused on European internet
companies.na |
Medical Instruments Supplies: revised 4/2/2000
| BAX (12,5,1) --53(76)76% pe 22, 290M ,Products,
systems, and services used primarily by hospitals, clinical and medical
research, labs, blood and dialysis centers, rehabilitation centers, nursing
homes and doctors' offices.13% |
| Guidant Corp (GDT) (19,11,8) |
| ResMed (RMD) (2,2,1) // 71(81) 80% pe 58, 15M Equipment for
sleep
disordered breathing.26% |
| Stryker Corp (SYK) (5,8,3), Boston Scientific Corp (BSX) (4,12,14) 24,
Becton, Dickenson (BDX) (4,6,9) 26, BAU, |
Medical Labs & Research revised 4/2/2000
| Pharmacopeia Inc (PCOP) (5,1) \ 49(104) 47% pe 257, 20M Accelerate
drug discovery and chemicals development (Small molecule combinatorial
chemistry, high throughput screening, and simulations software.).57% |
| Trimeris Inc*(TRMS) (4,1) / 49(68)
48% pe na. 14M Development of novel TPA that block viral
infection.na |
| ILXO (3,2,1) / 42(54) 58% pe na. 21M Treatment
and prevention of cancer. na |
| IMPH (0,4) -- 36(41) 51% pe 36, 8M Making
medically optimal and cost-effective cancer management decisions for
individual cancer patients. 31% |
| PPDI
(2,4,6) -- 16(38) 45% pe 14, 24M Life and discovery sciences
segments. 23% |
| Enzo Biochem (ENZ) na \ 69(139) 15.7 pe 231, 25M Molecular
biology and gnetic engineering techniques.na |
| Quest Diagnostics (DGX) (5) |
Money Center Banks revised April 23, 2000 new
listing
| Wells Fargo & Co (WFC) (13,10,3), Bank Of America ( BAC)(13,12,5),
Citigroup (C) (10,11,2), Chase Manhattan (CMB), (11,7,3), First
Union Corp (FTU) (3,10,14), Bank One Corp (ONE) (0,7,16,0,1) |
Mortgage Investments revised April 23, 2000 new
listing
| Fannie Mae (FNM)(15,6,1) \ 61(74) 77% pe 17, 1B World's
largest non-bank financial service company, 13% |
| Freddie Mac (FRE)(12,4,1) \ 47(65) 81% pe 16, 695M Provides
funds to mortgage lenders, 14% |
| Countrywide Credit (CCR) (7,7,2) \ 28(48) 83% pe 8, 113M Mortgage
banking business in the US.13% |
| DORL(2,2,1) |
| AHR(2,1), |
Movie Productions/Theaters revised 4/2/2000
| Macrovision Corp (MVSN) (4,1) // 86(94) 68% pe 453, 36M Video
security tech and copy protection and video scrambling for motion pictures.
38% |
| MGM 25, AEN 5, LCP 3.5, CKE 5.44, GCX 34 |
Multimedia/Graphics Software revised 4/2/2000
| ERTS (Electronics Arts Inc) (9,5) -- 71(124) 96% pe 34, 64M Interactive
entertainment software. 22% |
| MACR (Macromedia) (6,4,1) / 90( 100) 68% pe
220, 49M Innovative software tools, focused on maximizing
opportunities in Web Publishing, Traffic and Learning. 36% |
| SMTF (SmartForce PLC) (5,6) / 45(61) 0% pe 152, 48M
IT education and training needs of businesses and organizations worldwide.
32% |
| PIXR (Pixar) (0,7,2) -- 36(50) 23% pe 36, 46M New
generation of animated feature films. 34% |
Music & Video Stores
| Hollywood Entertaiment Group (HLYW), Blockbuster (BBI), BGST, TWMC |
Networking & Communication Devices revised 4/2/2000
| Cisco (CSCO)** (23,13,1) / 77 (82)
57.6% pe 198.6.9B 98eps 81rs Hardware and software solutions that Link
computer networks.30% |
| Sycamore Networks, (SCMR) (5,3) // 129(199) 37% pe na, 236M Transport
voice and data traffic over wavelengths of light 51% |
| Aether Systems (AETH) (3,2) /\ 181 (345) 16% pe na
34M Develops and delivers wireless data services across a
variety of industries and market segments.na |
| Black Box Corp (BBOX) (3,3,1) /\/ 69 (78) 82% pe 28, 19M Worldwide
technical service provider of computer communicatins and networking
services. 20% |
| Cabletron Systems (CS) (6,2,8) \
29(52) 55% pe 12, 182M Wide range of standards-based LAN and
wide area network connectivity hardware and software products. 21% |
| MMC Networks (MMCN) (2,8,5) \ 33(60) pe 94, 31M Leading
supplier and developer of network processors. 35% |
| APEX (2,2) / 37(51) 89% pe 41, 20M Stand alone switching
systems and integrated cabinet solutions.34% |
| JNI Corp (JNIC) (2,1,1) /- 50(114) 11% pe 424, 22M Designer
and supplier of fibre channel hardware and software products (to form
storage area networks SAN).37% |
| Cybex Computer Products *(CBXC) (1,2) // 37(48.5) 86% pe
46, 19M, 97eps,Computer keyboards, video monitor and
mouse switch, extension and remote access. 22% |
| Newbridge Networks (NN) (3,6,8,0,1) -- 32 (39) 28% pe
26, 182M World leader in design, manufacture,
and support of digital networks for wide area and local area network
applications. 24% |
| COMS (5,9,14) \ 55(119) 54% pe 22, 342M Provider
of broad-based LAN and WAN systems. 20% |
| Network Equipment Tech (NWK) (0,2,2) -- 10(15) 73% pe na, 21M
Mission critical WAN applications. 20% |
| Xybernaut (XYBR) na \
17 (30) .4% pe na 36M Patent for transferable core (brains of a
PC. na |
Oil & Gas Drilling/Exploration revised July 30, 2000 new
listing
| Devon energy Corp DVN (18,7) |
| Anadarko Petroleum Corp (APC) (16, 8,3) |
| Transocean Sedco Forex (RIG) (14,10,2,0,1) / 49(56) 72% pe 47, 210M Worlds
largest offshore oil-drilling contractor. 22% |
| Noble Drilling Corp (NE) (15,8,2) / 43(58) 89% pe 68, 133M Leading
provider of diversified services.24% |
| OEI (14,5,1) |
| R&B Falcon Corp (FLC) (12,6,4) /- 20(25.5) 65% pe na, 194M Marine
contract Drilling23.4%, |
| Apache Corp (APA) (10,16,2) |
| Global Marine Inc. (GLM) (11,11,6) / 27(72) 70% pe 72, 175M A holding
company. 21% |
| Diamond Offshore Drilling (DO) (12,5,7,0,1) /\/\ 37(44) 94% pe 61 135M Wholly
owned subsidiary.18% |
| Newfield Exploration (NFX) (9,12,2) |
| Burlington Resosurces (BR) (8,11,8) |
| ESV (10,7,8) |
| Triton energy LTD CA (OIL) (5,3,2) |
| HP (4,3,2), THX, |
Oil & Gas Equipment/Services revised April 23, 2000
| Halliburton Co(HAL) (11,14,3) - 42(51) 75% pe 63, 443M One
of the world's largest diversified energy services, engineering, maintenance
and construction companies. 19% |
| Baker Hughes Inc (BHI) (11,13,6) \/ 30(36) 81% pe 298, 329M Operates
in the oil field, chemicals and process equipment industry segments. 24% |
| BJ Services (BJS) (6,10,4) / 64(76) na, pe na, 75M Leading
provider of pressure pumping and other services serving the petroleum
industry worldwide.16%, |
| Cooper Cameroun Corp (CAM) (8,10,8) / 69(71) 86% pe 89, 51M Leading
international manufacturer of oil and gas pressure control equipment.
25% |
| Smith International (SII) (5,5,10) / 76(82) 83% pe 66, 50M Leading
worldwide supplier of premium products and services to the oil and gas
exploration and production industry.32% |
Online Financial News revised 4/2/2000
| CNET (8,7,1) -- 50 (79) 45% pe 60, 73M Media
company that provides consumers with authoritative information.45% |
| (Infospace.com *(INSP) (7,2) \/
145 (277) 48% pe na, 96M Leading aggregator and integrator
of content services for syndication to a broad network of affiliates
including internet portals, PC's, cell phones, etc. 63% |
| Go2Net (GNET) (4,2,1) -- 80 (111) 23.5% pe na, 30M Go2Network
include MetaCrawler, PlaySite, StockSite, Silicon Investor, HyperMart, and
WebMarket. 54% |
| MarketWatch (MKTW) (3,5) -- 34(107) 17.6% pe na, 13.8M Comprehensive,
real-time business news, financial programming and analytic tools. 62% |
| TheStreet(TSCM) (2,4,1) \ 9(71) 33% pe na, 24M Comprehensive
and trustworthy financial news. 62% |
| Multex (MLTX) (2,2) - 37 (71) 43% pe na, 26M Leading
provider of online investment research and information services. 85% |
| Dow Jones (DJ) (3,5,6) /- 71(73) 71% pe 24, 89M Global
provider of business news and information. 10% |
OTHER:
| MOOR, FONX, CNKT, HRCT, PRCT, SDTI, TRAC, VRTC, DT, MDT, MGC 16.75,
MIL, GigaMedida ( GIGM) 68 (91) na, ADGI .56, CCRI .01, EGPDF .84, ECG, BUGS
2.44, FNTS, ECNC 10.25, EDIG 9.59, GN, SNMM 3.81, VRTK 1.13, RSAI, LGHLY,
WAVC (8), sfst, |
| Nortel Inversora SA (NTL) na 22 |
| Talk Visual Corp (TVCP) 3.10 |
Personal Computers revised 4/2/2000
| DELL* (17,12,4) -- 53 (59)
44% pe 87,2.5B 33% |
| Gateway (GTW) (13,10,2) -- 55(84) 43% pe 40, 316M 23% |
| Apple* (AAPL) (7,14,2)
/ 135 (150) 68% pe 37,
161M 17% |
| CPQ (7, 17,9) -- 27 (35) 42% pe 79 1B
20% |
| Micron Electronics (MUEI) 1,6,8) - 14 (20) 13%
pe 33, 96M 19% |
Personal Products revised April 23, 2000 new
listing
| Este Lauder Cosmetics (EL) (3,7,1), Colgate Palmolive (CL) (3,9,5),
Dial Corp (DL) (3,6,1), Avon Products (AVP) (2,7,3), Gillette (G)
(3,5,9) |
Printed Circuit Boards (see Contract Manufacturing) revised
4/2/2000
| Soletron Corp (S LR) (12,11,1) 40(49) 92% pe 49, 592M Independent
provider.33% |
| Jabil Circuits ( JBL) (12,12,2) 43(45) 58% pe66 173M Electronic
circuit boards and systems for OEM, 30% |
| FLEX (15,5,1) / 70(79) 86% pe 94, 115M Advanced
electronics manufacturing services to OEM 32%, |
| Sanmina Corp ( SANM) (11,7,2) / 67(68) 89% pe 63, 118M Leading
independent provider of customized integrated electronic manufacturing
services 30% |
| Plexus Corp( PLXS) (7,7,1)66(74) 53% pe 56 17M Products
realization services to OEM in the medical, computer, industrial,
networking, telecommunications and transportation electronic industries. 23% |
| Parlex Corp (PRLX) (2,1) /- 30.5(39) 25% pe 28, 4.8M Leading
supplier of Flexible interconnects (circuits, laminated and flexible/cable hybrid circuits.)
na |
Processing Systems/Products: HOT HOT HOT revised
4/2/2000
| Nortel Networks *(NT) (16,13,3) //
126 (144) 31%
pe na, 1.3B, 97eps, 90rs, Telecommunications
equipment industry. 21% |
| CIEN *(8,11,1) // 126 (189)
58% pe na, 139M
Multiplexing systems for fiberoptic communications network.31% |
| Lucent Tech ( LU) /\/\/ (15,12,11) 62 (84) 43% 3.1B
Leading designers, developers and manufcturers of communicatins systems.23% |
| Comverse Technology Inc (CMVT)** (11,3)
\ 189 (247) 87%
pe 88, 76M, 98eps, 85rs, Special purpose computer and telecommunications
systems for multimedia communications. 29% |
| Polycom Inc (PLCM)* (5,4) \
79 (133) 71% pe 98, 32M Audioconferencing,
videoconferencing and dataconferencing products that facilitate meetings at
a distance. 38% |
| Alcatel S.A. (ALA) (5,3,3) / 44 (55) 7% pe 63, 921M World
wide leader in communicatins, transportation, and energy infrastructures.
14% |
| Tekelex (TKLC) * (3,4) \ 37 (54)
55% pe na, 55M Switching solutions and diagnostic systems for
the global communicatins marketplace. 30% |
| Inter Tel Inc Cl A (INTL) (2,3) \ 27(46) 57% pe 27, 26M Digital
business telephone systems.25% |
| Tollgrade Communications. (TLGD) (2,3) / 67(84) 50% pe 75, 11.9M 98 eps and
rs, Provider of telecommunications test gar and services. 20% |
| Rit Technology (RITT) (1) \ 10 (20)
4% pe na, 8M Premise wiring products. 28% |
| Zamba Corp (ZMBA) (1) \ 10 (22) 12.6% pe na, 31M Provides
management solutions to Fortune 500 companies.na |
| ECI Telecom (ECIL) (2,1,3) \ 31 (42) 43% pe 18,
95M End to end digital communications solutions for todays
networks. |
| Seachange International (SEAC) (1,1,2) // 61 (76) 35.8% pe
na, 20M Leading provider of software-based
products to manage, store and distribute digital video for cable television
operators and telecommunication companies. 25% |
| LVLT (9,6,3) |
Property Management revised 4/2/2000
| Boston Properties (BXP) (7,7,1) -- 31(37.5) 86% pe18.5, 68M
Self managed real estate investment trust. 9.6%, |
| Arden Realty Group) (ARI) (4,3,4,1) 21(27) 82% pe 13.6, 63M
REIT in Southern California 8% |
| Intergroup Corp (INTG) ()na) // 20(22) .3% pe 4, 2M 76 eps Purchases
real property of various types.na |
| CTR(2,4,3), CPP(0,6,5), |
| TZH(7,4,0,0,1) 15(22) 54% pe 25 158M) |
Publishing Books
| MHP(8,5), H, IHI, HTN, RDA |
Recreational Goods/Other revised 4/2/2000
| Fossil (FOS)L (3,5) -- 23(36) 45% pe 15 32M
Fashion watches and accessories. 20%, |
| MP3.com (MPP) (3,3) -- 21(105) 10% pe na 68M Online
music distributor. na , Zomax** (ZOMX) (2,1,1) // 60(70) 55.5% pe 38, 15M Outsource
service provider to software publisher, computer manufacturers and other
producers of multimedia products. 22% |
| Steinway Musical Instruments LVB (2,1,1) 18.8 (27) 73% pe 10 9M
Worlds leading manufacturer of musical instruments., 14% |
| Jostens (JOS) (0,0,2) 24(24) 66% pe 19 33M Leading
manufacturer and marketer of school-related affinity products and one of the
leading manufacturers and suppliers of corporate based affinity products
taht help people celebrate importantmoments. 10% |
Property Casualty Insurance
| AIG, CB, ALL, SAFC, PGR |
Research Services revised 4/2/2000
| AC Nielsen Corp (ART) (6,2) -- 22.5(32) 87% pe 17, 57M Leader
in delivering market research. 100 countries around the globe. 24% |
| CREE* (3,4) \ 112(202)
61% pe 191, 33M World leader in the development and manufacture of
semiconductor materials and electronic devices.30% |
| CLB (4,3) -- 29(29) 49% pe 264, 30M Optimize
reservoir performance and maximize hydrocarbon recovery from their producing
fields. 17% |
| QTRN (3,6,8) -\ 17(45) 70% pe 27, 114M Management
services to the global pharmaceurtical, biotechnology, medical device, and
healthcare industries.22% |
| Gene Logic (GLGC) (2,2,2) \ 42(152) 51% pe na, 20M Global
pharmaceutical and life science industries. na |
| PRXL (0,3,7) -- 10(27) 63% pe 16, 25M Leading
contract research and medical marketing organization.17% |
| SCON
(1) \ 41(115) 4% pe na ,8M Products made from
superconducting materials and related cryogenics. na |
| ENBC na \ 10 (30) 41% pe na, 6M Petroleum refining and
production industries. |
| ISCO (na) - 7(9.78) 5% pe nana, 12.5M Front-end
equipment products for wireless telephony base stations. na |
Scientific Tech/Instruments: revised 4/2/2000
| Veeco Instruments (VECO) (7,5,2) \ 74(122) 76% pe64, 18M Microelectronic
products for the data storage, optical telecommunications and semiconductor
industries.24% |
| Beckman Coulter (BEC) (5,7,1) -- 64(65) 70% pe 18, 29M Variety
of laboratory needs. 13% |
| Agilent (A)* (5,5,1) -- 104(162)
10% pe 70, 452M (85% owned by HP) Majority owned by HWP.
Global diversified technology company. 20% |
| Sepracor (SEPR) (5,5,2) _ /- 72(126) 70% pe na, 65M Improved
versions of widely prescribed harmaceutical compounds. na |
| Waters Corp (WAT) (4,4) |
| Pe Corp-Celera Genomics Group (CRA) (4,3) \ 92(276)
79% pe na, 52M Proprietary gene products and genetic markers.
41% |
| CYTYC Corp (CYTC) (4,3,3) / / 48(57) 48% pe 160,
36M Sample preparation system for medical diagnostic
applications.46% |
| Millipore Corp *(MIL) (3,2,2) // 56(67)
84% pe 39, 45M
Market leader in the field of separations technology (liquids
& gasses).16% |
| Measurement Specialties (MSS) (2,1) // 25.5(30) 14% pe 22, 3.9M Digital
electronic measurement products. 20% |
| Varian (VARI) (2,1) \ 38(50) 86% pe 106, 31M Scientific
instruments, vacuum, contract electronics.16% |
| Nanogen (NGEN) (1,3) \ 34(101) 31% pe
na, 19M Medical diagnostics, biomedical research, genomics,
genetic tsting, forensics and drug discovery. 55% |
| Caliper Tech (CALP) (1,2) \ 80 (202)23% pe na, 21M Leader
in lab-on-a-chip technologies. na |
| DAIO
na _| (4 (7) 16% pe na, 7M Equipment for programmable
circuits. na |
| LB na, NEWP (1,5), ELNT ((1,4), ANEN (2,3), |
Security Software and Services revised 4/2/2000
| Check Point Software Technologies Ltd* (CHKP)
(10,4,2) \ 171 (295) 48.3% pe 146 74M Protect information assets.37% |
| Entrust Technologies Inc *(ENTU) (6,4,1) /
85 (150) 34% pe
na, 53M Leading global provider of public-key infrastructure
products.48% |
| RSA Security (RSAS) (4,9,3) \ 51 (93) 69% pe 12 39M Leading
provider of enterprise network and data security solutions. 31% |
| Axent Technologies (AXNT) (2,6,4) -- 18 (37.5) 29% pe na 28M Security
solutions 32% |
| NETA(2,9,6,0,1) -- 32 (51) 42% pe na. 139M |
Semiconductor-Broadline: HOT revised
4/2/2000
| Intel Corp** (INTC) (20,13,6) /
131(145) 52% pe 62,
3.3B 80eps Worlds largest chip maker. 19% |
| Texas Instruments Inc (TXN) (15,14,4,1) / 160(200) 75%
pe 95, 814M Electronic equuipment industry. 24% |
| Conexant (CNXT) (8,10) \ 71(132) 48% pe 120, 202M Worlds
largest independent company focused exclusively on providing semiconductor
products for communications electronics. 27% |
| STMicroelectronics N.V. (STM) (11,3,2) //
187(221) 10% pe 111, 296M Wide vafiety of integrated circuits
and discrete devices. |
| E-Tek Dynamics Inc (ETEK) (6,11) //
235(315) 44% pe 490, 68M, 95eps, 96rs, Leader high quality
passive components and modules for fiber optics networks.33% |
| National Semiconductor Corp (NSM) (9,8,2) //- 60( 85) 78% pe na, 172M
Wide variety of products including microprocesors, analog,
mixed signal and dother integrated circuits.17% |
| Advanced Micro Devices Inc (AMD) (7,7,9) / 59(60)
57% pe na, 152M Wide variety of industry standard
integrated circuits.16% |
| Integrated device Tech (IDTI) * (6,1,1) //
39(46) 70% pe 43, 93M Commmunican memories, networking
devices, and high speed srams. 19% |
Semiconductor Equipment/Mtrl: HOT
revised 4/2/2000
| Applied Materials Inc (AMAT)* (14,15,2) //
94(110) 72% pe 73, 772M Global leader in wafer fabrication
systems. 24% |
| LSI Logic *(LSI) (16,5,3) //
72(90) 73% pe 80, 302M Leader in integrated circuits and
storage systems. 21% |
| Teradyne Inc *(TER) (9,11) //
82(94) 90% pe 76, 172M Automatic test equipment and related
software fpr tje electronics and communications industries. 24% |
| Lam Research Corp (LRCX) (11,8,2) //
45(56) 94% pe 102, 120m Used in the fabrication of integrated
circuits.22% |
| Novellus Systems Inc (NVLS) (12,7,3) //
56(70) 81% pe 88, 117m Deposition systems used in the
fabrication of integrated circuits. 27% |
| KLA-Tencor Corp* (KLAC) (10,8,4) //
84(91) 82% PE 117, 183m Management solutions and
process monitoring systems. 25% |
| Kulicke & Soffa Industries (KLIC) (5,8,1)
// 64(87)72% pe 355, 23M Capital equipment and packaging
materials.18% |
| IFR systems (IFRS) (1,1) /- 6(13) 46% pe 9, 8M Markets
communications, test and measurement, avionics, and fiber optic test
instruments. 25% |
Semiconductor Integrated Circ: Strong buys here but
high PEs revised 4/2/2000
| Vitesse Semiconductor Corp (VTSS)* (13,8) _/
96 (115) 76% pe 204, 157M Supplier of high performance
integrated circuits.39% |
| SDLI* (13,8) // 212 (244) 82%
pe575 62M Fiber optic and satellite communications,
medical field and defense use. 41% |
| PMC-Sierra Inc (PMCS)* (16,7,2) //
203 ( 255) 78% pe 339, 139M High performance
semiconductor systems. Used for broadband.41% |
| BRCM (8,15,1) / 242 (253) 41% pe 674,
208M Highly integrated silicon solutions.46% |
| AMCC (10,2) // 150 (158) 72% pe 577, 108M High
bandwidth silicon solutions. 44% |
| IRF (7,1) Technology pioneer and leading designer and
manuracturer of power semiconductors that refine electricity from wall
outlets or batteries into a more usable form. |
| RF Micro Devices ( RFMD) * (4,9) /+
134 (184) 54% pe 240, 80M Radio frequency circuits (rfic)for
wireless. 44% |
| MXIM (6,7,2) - 71 (74.5) 94% pe 99, 277M Analog
circuits. 28% |
| Burr-Brown Corp (BBRC) (4,7) / 54(66) 61% pe
70, 55M Analog
and digital signal processing. 22% |
| Triquent Semiconductor (TQNT) (5,5,4) //\
73.5 (135) 80% pe 110, 37M Analog and mixed signal
integrated circuits with gallium arsenide technology. 34% |
| GlobeSpan (GSPN) (2,3) // 102
(167) 98% pe na 57M Worldwide developer of advanced
digital subscriber line integrated circuits.33% |
| POWI (1,3,1) 21(68) |
| SIPX (2,1,1)
--/ 35 (46) 86% pe 126, 21M Value
added analog interated circuits.32% |
| Virata (VRTA) (1,2) //
100 (222) 11% pe na 22M Provides
communication processors combined with integrated software modules utilizing
digital subscriber llines.55% |
| California Micro Devices (CAMD) (1)
/ 27 (45) 27% pe na 10M
Passive electronic components for OEM.75% |
| MRV Communications (MRVC) (1,0,1) // 91(194)
51% pe na, 27M High speed network switching and fiber
optic transmission systems.32% |
| Siliconix (SILI) (na ) 95(165) 36% pe 43, 30M Products for
communications, computer, and automotive markets and for instrumentation and
industrial application. na |
| Micrel Inc (MCRL) (4,2) / 77(131) 64% pe 94, 41M High
performance analog power integrated circuits and mixed-signal and digital
integrated circuits.33% |
| |
Semiconductor-Memory Chips revised 4/2/2000
| SSTI (Silicon Storage Tech) (4,4) // 73(86)
43% pe na, 24M Flash memory ICs based on SuperFlash
technology. 47% |
| ATML (Atmel Corp) (7,6,2) //
51(61) 64% pe 129, 221M Nonvolatile memory and logic
integrated circuits using metal-oxide semiconductor technologies. 22% |
| MU (Micron Technology) (10,8,5,1) --/
126(143) 60% pe 78, 270M Memory products and
personal computer systems. E-services including internet access and
integrated information systems solutions. |
| GALT (Galileo Tech) (4,4,4) -- 18(34)na, pe 32, 41M
Advanced digital semiconductor devices. 34% |
| RMBS (Rambus) (1,1,2) //\
294(471)41% pe795, 24M High speed chip to chip interface
technology.63% |
Semiconductor-Specialized revised 4/2/2000
| Xilinx Inc(XLNX) (16,9,2,1) //
83(88) 83% pe 125, 321M
CMOS programmable logic devices.28% |
| LSI Logic *(LSI) (16,5,3) //
72(90) 73% pe 80, 302M Leader in integrated circuits and
storage systems. 21% |
| Altera Corp* (ALTR)
*(15,9,4) / 89(99) 83% pe 83, 199M |
| Analog Devices (ADI) (12,7,1) / 72(94) 81% pe 99, 353M World
leader of analog, mixed signal and digital signal processing integrated
circuits used in signal processing applications. 26% |
| LSCC (10,6,4,1) / 68(82) 96% pe na, 47M Programmable
logic devices (PLDs) 24% |
| LLTC (7,10,4) -- 55(62.5) 90% pe 77, 311M Linear
integrated circuits for wide variety of applications. 26% |
| MCHP (7,5,2) / 66(77) 91% pe 72, 76M 8-bit
microcontrollers, application specific standard products. |
| ESS Technology (ESST) (1,1) /- 17(26) 31% pe 20, 41M Highly
integrated mixed signal semiconductor.21% |
| ARM Holdings PLC (ARMHY) (1,6) //- 197( 250) 5.4% pe 592, 67M RISC
microprocessors and related tech. |
Specialty Chemicals
| OMG, CK, CBM, FOE, GLK, BOA |
Sporting Goods
| DFXI /-26, ELY, BC, OO, RGR |
| Coastcast Corp (PAR) na /- 16 |
Staffing Outsourcing/Services
| Korn/Ferry International (KFY) (2,3) //
31(44) 30% pe na, 36M |
| Interim Services (IS) / 27(28) 82% pe 21, 63M |
| RHI -, MPS /-, MFAN , PGA - |
Surety Title Insurance
| ABK, RDN, MTG(8,3,2), PMI, MBI |
Tech Systems Software revised 4/2/2000
| MERQ (10,3,1) // 79 (134) 98% pe
203, 79M
Automated software testling solutions.39% |
| Rational Software (RATL) (8,1,1) / 76(105) 87% pe
89, 86M Software development tools 31% |
| Parametric Tech (PMTC) (6,4,2) -- 21 (35) 86% pe
58, 274M Windchill Factor e Series. 22% |
| SNPS (5,4,2) -- 48 (75) 92% pe 21, 71M Wide
range of ICs. Also, consulting service. 21% |
| Autodesk Inc *(ADSK) (1,6,3)
/ 45(56) 73% pe 284, 61M. Drafting
software and multimedia tools. Its AutoCad is one of the world's leading
computer-aided design tools. 18% |
| Infosys Tech (INFY) (0,3,1) // 193 (375)3.3% pe 507,
132M An India based IT service company. 50% |
| DASTY (1,1,2) / 91 (121) .6% pe 103, 105M Software
products for CAD(design), CAM(Manufacturing), and CAE(engineering). 25% |
| MENT (1,4,6) -- 15 (18.5) 83% pe 504, 64M Electronic design
automation products and allows engineers to test electronic systems. 16% |
Telecommunications
| MCI Worldcom INC (WCOM) (25,6,1) \ 46(64) 65% pe
34, 2.8B |
| AT&T (T) 16,9,6) \/ 5363) 46% pe 31, 3.2B |
| Viatel Inc (VYTL) (7,2) \/+ 67(75) 56%, pe na, 32M |
| Primus Communications Group Inc (PRTL) (7,1) //
47(49) 44% pe ma, 36M Offers international and
domestic long distance. |
| Talk.com Inc (TALK) (5,1) -- 14(22)
64% pe 16, 64M |
| China Telecom (CHL) (2,2,1) //-
177(206) .9% pe 138, 589M |
| Charter Communications (CHTR) na 17 (27) Founder: Paul
Allen? |
Telecom Services/Domestic
| SBC (15,10,3) -- 42 (59) 45% pe 22, 3.3B |
| Q (16,6,4) /- 60 (69) 20% pe 88, 748M |
| BEL(17,5,6)
-- 57(69) 43% pe 21, 1.5B |
| GTE (11,5,7) /\ 67(78) 53 pe 16, 971M |
| BLS (5,12,8) -- 45 (51) 45% pe 235.9, 1.8B |
| Digital Island (ISLD) (4,3) /- 107(156) 22% pe na, 35M |
| CT Communications (CTCI) (2,1) / 63(70) 17.5% pe 26, 9M Holding
company providing telecommunications services. |
| DSLN (1,4) // 29 (32) 105%
pe na, 58M Provide high speed data commmunications and
internet access. |
| USW (5,5,11) / 70(81) 56% pe 32.6, 507M |
Telecom Services/Foreign
| BCE (5,2) /+ 118(125) 23% pe 21, 643M |
| VOD (4,3,2) / 61(64) 17% pe 250,
1.5B Mobile telecommunications. |
| Deutsche Telekom AG (DT) (2,2,2) / 84 (100) .7% pe140 3B
Largest full service telecommunications provider in Germany. |
| Globalstar Tele (GSTRF) (3,5,3) /\ 17(53)
46% pe na, 82M declining |
| Cable & Wireless(CWP) (1,1)14% /\ 47(75) 2.7% pe 6.4, 759M Telecommunications
and multimedia communication services. |
| Monsanto (MCT) (na) 38(49) na pe na na |
| Tefonos de Mexico SA de CV (TMX)
/ 71(78)59% pe 24, 5.3B |
Top Retailers: included for completeness but slow growth here.
| Home Depot (9,19,2) /\55 |
| DG \(7,9,2) -\ 20 |
| Wal-mart (WMT) (5,11,8) /\ 48, |
| COST (7,6,8) --
45.6, |
| Gap (1,3,3) \ 21 |
| TJX (5,10,4) \ 16, KM (3,6,9) \ 8.7 |
| FDO, NDN, TGT |
Wireless Communications
| Nokia Corp (NOK)* (18,9,1) / 215(227)
26% pe 98, 1.1B, 91eps, 85rs,
Leading supplier of digital mobile and fixed networks. |
| Nextel Commnications inc (NXTL) (10,9,3,1) //
153(165) 57% pe na, 315M Wide array of digital and
analog wireless communication services. |
| Western Wireless (WWCA) (9,7,4) /- 51(75) 72% pe na, 77M |
| Sprint Corp (PCS) (8,10,7) / 60(60) 39%
pe na, 948M 11 eps Largest 100% digital, 100% PCS nationwide
wireless network in the US. |
| LCCI (3,1) // 38(45) 21% pe na,
19M Independent provider of radio frequency engineering and
network design. |
| Telephone & Data Systems (TDS) (2,3,1) /- 104(137)
69% pe 29, 61M |
| ITXC (2,1,1) //- 83(124) 9% pe
ma. 35M |
| Golden Tele (GLDN) (0,1) // 41(45)
1.6% pe ma, 22M |
| Omnipoint Corp (OMPT) na , not yet listed |
| IDC na /\- 32(82) 29% pe 61, 48M |
| UTSI na |- 54(73) 0.0% pe na, 89M |
| Sonera Corp (SNRA) (na) // 82.5(93) .7% pe 201, 712M. Leading
Finnish telecommunications |
The following are top quality stocks and have strong mutual-fund support:
Advanced Digital Info (ADIC), Applied Micro Circuits (AMCC), Infosys Tech (INFY),
RF Micro Devices (RFMD), Qlogic (QLGC), Network Appliance (NTAP), CREE , Arm
Holdings (ARMHY), Emulex (EMLX), Qualcomm (QCOM), JDS Uniphase (JDSU), !2 Tech (ITWO).
Other stocks to research: NTL inc, Liberty Media Grp CL A,
Xoom.com. TMP Worldwide Inc, Telephone &Data systems Inc, The Globe, Pharm OS, Priceline,
ciber, vusa, fdc,
Helpful rules for investing:
| Focus on software, internet, communications, biotech, technology, semiconductors for 2000 |
| Have a strategy: recommend 33% blue chips, 33% tech stocks, 33%
cash. After market crash or corrections, use cash to buy bargains. Stocks
that have a runup, sell and keep as cash, always maintaining the same
proportion. After market corrections, if possible, wait for the second dip
or jump back in when the market rallies. |
| Your goal is to beat the average by picking winners. Look for leading
stocks in leading industry groups. These include Biotech, Software,
Networks, Telecommunications, Memory, Semiconductors, & Scientific
instruments. Picking a stock in the top group increases your odds of picking
a winner. Then, look for companies that are the leaders in its fields with
high Relative Price Strength Ratings of 80 or higher. Look for superior
earnings and sales growth, and top- notch profit margins and return
on equity. Look if its grabbing more market share. Analyze the chart. Most
stocks with healthy bases will form a downward -sloping handle before moving
into new highs. |
| Margin calls: When a big correction occurs, margin calls are responsible
for the drop on the 2nd day. so buy back on the 2nd day of a major
correction. This only applies when a lot of stocktraders are utilizing
margin calls. |
| When a stock breaks out, volume should be at least 50% above average
(to create a breakout, you need lots of mutual funds and other big
institutions bidding up the price to exploit the breakthrough. |
| Take profits when a major market average declines on heavier volume than
the day before. |
| Calendar-effect theory. Don't trade solely on the basis of calendar
effects but do keep these points in mind. Mondays are the biggest down days
in stocks, Fridays tend to be up, and Decembers are the biggest down months.
The first half of the month usually outperforms the second half. Pre-holiday trading days are very positive. Days preceding a major holiday tends to be
bullish, The biggest pre-holiday day is December 31 (Santa Claus Rally).
January is the best month of the year especially for small stocks (last days
of Dec to the last days of Jan.) |
| Never take action until you understand why a stock is moving. |
| Triple Witching Hour: the third Friday in March, June, September and
December when stock index futures, stock index options and individual stock
options all expire and the market makes wild swings up or down. Wait at
least a day to confirm the trend. |
| Do your research and be patient. |
| Contrarians-investing theory. Stocks that are out of favor (neglected by
the big institutions, research analysts and the press) have provided higher
returns than stocks considered "hot." Contrarians look for low P/E
multiples, high dividend yield, & low institutional ownership. If
more than 10 to 12 institutions own a stock, it is probably too popular.
Check Standards & Poor's Stock Guide for ownership figures. |
| Market-timing theory. Trying to move in and out of the market on the basis
of short-term movements has never worked as well as buying and holding a
stock for an extended time. |
| January Effect: Investors sell stocks that are down in Nov and Dec to
offset gains and minimize tax situations. This drops prices during the last
few weeks of the year, with a rebound in January when tax selling stops.
Also, fund managers who want to boost quarterly or year-end returns often
start playing smaller cap stocks around the end of the year. Higher demands
for these stocks mean higher prices and higher average returns into January.
Also, experienced investors know that buying after a payout is a smart
move because share prices are lower. Since the largest payouts usually
happen in December, investors put more money into the market in the
following month. |
| Stocks tend to rise from Jan 27-Feb5, fall after April 15, due to pension
funds go up in July and down from Aug-Oct Also, watch for end of the
quarter when institutions may sell or buy for window dressing. When
institutions buy or sell, they do it in big blocks and very quickly. |
| Tips on buying IPOs, 1. Infrastructure IPOs: buy on day one or on
pullbacks, 2. E-Commerce IPOs: avoid opening day, buy on pullback
around 44-55 days (inside two months), Web site IPOS: too risky, internet
software IPOs: buy early. |
| B2B usually grows faster than B2C. |
| Buy the leaders in its field. |
| Volatile stocks are best not to hold, active buy and sell may be more
profitable.. |
| Buy stocks that are consistent and offers good stock price to present
value of future cash flow. |
| Internet related technology stocks are the place to be outpacing the Dow 12 to 1. |
| Look for a satellite telephone company..? |
| During periods of decelerating or stable inflation financial
assets-stocks and bonds are the superstars. During periods of accelerating
inflation (excessive growth & increase money supply), real assets-real
estate, precious metals and commodities-are winners. The lag between an
acceleration/deceleration in the money supply and an
acceleration/deceleration in the inflation rate is approximately
two years. So you have ample time to restructure your investment
portfolio. |
| How to Spot a Market Decline Before It Starts. The market rises sharply
in the morning during the first hour of trading, stalls from
mid-morning on with no progress but heavy trading, then by
the end of the day loses all the morning gains and the market closing
clearly toward the downside. When you see this pattern, either sell
immediately or await the retest of the highs that were reached during that
first morning. Retest often takes place within a week or two, but on much
lower trading volume. This may be the last opportunity to sell into
strength. |
| Stocks end to do well in year of the four-year
presidential cycle. Investing for the 27 months before a presidential election
seems more profitable than investing during the 21 months after the election. |
Ten Secrets to Success
| Think positive. Think success, not failure.
|
| Decide on your true dreams and goals.
Develop a plan to reach them.
|
| Do it. Goals are nothing without action.
|
| Never stop learning.
|
| Be persistent and work hard. Never give up.
|
| Learn to analyze details. Don't be afraid to
Learn from your mistakes
|
| Focus your time and money. Don't get
distracted.
|
| Don't be afraid to innovate; be different.
|
| Deal and communicate with people
effectively. Learn to understand and motivate others.
|
| Be honest and dependable; Take
responsibility.
|
|
eyeODTM 
