DJ,
unfortunately I left ALSC some time ago, as I had just too
many ALSC on margin. So I missed the boat. You hold ALSC
since some time, I believe. How do you buy? Whenever you
have money?
Hold you other stock, or just ALSC.
DOW, S&P 500 and "Lutz" aggressive growth dependecies:
Since new Year the big Indices perform lousy. Nasdaq and
Russel 2000 outperform. How much money gets freed, when
folks sell the underperforming DOW or S&P 500?
Well, when I compare the big Indices to my little stockworld
"Lutz", as above, a 6,52% drop in the S&P can list my world
100%! That's the difference!
Or every 1% in the S&P500 carries the power to lift my
stock world 15.33% if all those monies flow just there.
That's not realistic, as except the S&p500 and my little
world are other stocks in the world. But this comparision
demonstrates how strong the divergence betwen big stocks and
small Caps may lift the latter. Put strong growth and good
story to the sweet pie and it becomes irresistible.
I hold these companies shares:
Market
TICKER NAME Capitalization Mio. $
TXN Texas Instruments 151.198
JDSU JDSUniphase Corporation 104.366
BRCM Broadcom Corporation 48.986
JNPR Juniper Networks, Inc. 42.045
ICGE Internet Capital Group 37.191
CMGI CMGI Inc. 36.153
PMCS PMC-Sierra, Inc. 31.357
ARBA Ariba, Inc. 30.467
EXDS Exodus Communications 28.306
SEBL Siebel Systems, Inc. 28.049
ITWO i2 Technologies, Inc. 26.491
BVSN BroadVision, Inc. 21.946
ETEK E-Tek Dynamics, Inc. 20.715
FDRY Foundry Networks, Inc. 17.541
CMRC Commerce One, Inc. 17.361
BRCD Brocade Communications 17.314
AMCC Applied Micro Circuits 17.115
SDLI SDL, Inc. 16.377
RBAK Redback Networks Inc. 14.984
RFMD RF Micro Devices, Inc. 13.298
PSIX PSINet Inc. 7.354
ISLD Digital Island, Inc. 6.837
HLIT Harmonic, Inc. 4.617
TQNT TriQuint Semiconductor 4.475
TXCC TranSwitch Corporation 3.904
DITC Ditech Communications 3.208
PWAV Powerwave Technologies 3.079
SAWS Sawtek, Inc. 2.704
DMIC Digital Microwave Corp. 2.646
FFIV F5 Networks Inc. 2.273
CLRS Clarus Corporation 1.336
DSPG DSP Group, Inc. 1.230
IFCI International Fibercom 807
CAMP California Amplifier 529
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Lutz 6,52% 766.258
DOW 31,88% 3.744.995
S&P 100,00% 11.748.323
Lutz |
