Quarter to Quarter Aggressive Growth Stocks Message Board

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Strategies & Market Trends : Quarter to Quarter Aggressive Growth Stocks

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To: Jack Hartmann who wrote ()	4/8/2000 11:58:00 AM
From: Jack Hartmann	of 6926

A look at security weighting in the actual trading account. ORACLE CORP ORCL 14.6% MEDTRONIC INC MDT 8% RF MICRO DEVICES INC RFMD 6.1% LUCENT TECHNOLOGIES INC LU 5% NOVARTIS A G ADR NVTSY 4.8% SONY CORP AMERICAN SH NEW SNE 4.6% SUNOCO INC SUN 4.4% EASTMAN KODAK CO EK 4.1% INTERSIL HOLDING CORP CL A ISIL 3.9% BROCADE COMMUNICATIONS SYSTEMS INC BRCD 3.6% NETSCOUT SYSTEMS INC NTCT 3.6% ASYST TECHNOLOGIES INC ASYT 3.4% NETSILICON INC NSIL 3.3% IRWJF IRWJF 3.3% MATTSON TECHNOLOGY INC MTSN 3.2% SIEBEL SYSTEMS INC SEBL 3.2% CREE INC CREE 3.2% LSI LOGIC CORP LSI 3.1% EMULEX CORP EMLX 2.8% NETWORK APPLIANCE INC NTAP 2.7% CONEXANT SYSTEMS INC CNXT 2.6% MOTOROLA INC MOT 2.6% KULICKE & SOFFA INDUSTRIES INC KLIC 2.2% SYCONET.COM INC SYCD 1.6% Too heavy on ORCL, but what to buy is the question. Jack

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