here are some of value line's high tech large cap recommendations. you'll see some familiar names. do you have any favorites here? or will some of these turn out to be dogs?
regards
Semiconductor Cap Equip (INDUSTRY RANK 1)
1055 Altera Corp. 93 1 4 1.35 72.7 NIL N- N%
1080 Applied Materials 90 1 3 1.60 46.4 NIL N- 0%
1081 Electro Scientific 59 1 3 1.30 51.3 NIL N- 20%
1082 Kulicke & Soffa 80 2 4 1.75 26.7 NIL N- 20%
1084 Novellus Sys. 63 1 3 1.60 46.7 NIL N- N%
1085 Teradyne Inc. 82 1 3 1.65 51.9 NIL N- N%
Semiconductor (INDUSTRY RANK 2)
1053 Advanced Energy 69 2 4 1.80 56.6 NIL 30-105%
1054 Advanced Micro Dev. 54 1 4 1.45 47.8 NIL N- N%
1056 Analog Devices 83 1 3 1.50 73.5 NIL N- N%
1057 Atmel Corp. 54 2 4 1.65 69.2 NIL N- 10%
1061 Cypress Semiconductor 49 1 4 1.10 37.1 NIL N- 55%
1062 Dallas Semiconductor 44 2 3 1.20 34.4 0.3 N- N%
1063 Integrated Device 41 1 5 1.05 32.5 NIL N- 85%
1064 Intel Corp. 115 1 3 1.05 43.1 0.1 N- 5%
1065 Int?l Rectifier 43 2 4 1.15 43.0 NIL N- N%
1066 LSI Logic 74 1 4 1.35 69.2 NIL N- 15%
1067 Linear Technology 98 1 3 1.40 56.6 0.2 65-135%
1068 Maxim Integrated 66 1 3 1.45 71.7 NIL N- N%
1069 Microchip Technology 70 1 4 1.20 39.1 NIL N- 20%
1070 Micron Technology 101 2 4 1.55 19.8 NIL 75-185%
1071 Motorola, Inc. 169 2 3 1.20 59.3 0.3 N- N%
1072 National Semiconductor 83 1 4 1.30 41.5 NIL N- N%
1073 PMC-Sierra 227 1 4 1.50 NMF NIL N- 10%
1074 QLogic Corp. 190 1 4 1.30 NMF NIL N- N%
1075 SDL Inc. 231 1 4 1.45 NMF NIL N- N%
1076 Texas Instruments 172 1 3 1.45 84.7 0.1 N- N%
1077 Vitesse Semiconductor 86 1 3 1.55 NMF NIL N- N%
1078 Xilinx Inc. 82 1 3 1.25 93.2 NIL N- 10%
Electronics (INDUSTRY RANK 3)
1020 Adaptive Broadband 168 2 4 1.15 NMF NIL N- N%
1021 ANADIGICS Inc. 105 2 4 1.75 NMF NIL N- N%
1022 Arrow Electronics 34 2 3 1.25 19.2 NIL 20- 75%
1023 Avnet, Inc. 62 2 3 1.10 17.0 1.0 35- 95%
1024 CTS Corp. 46 1 3 1.10 17.0 0.3 105-205%
1025 Cubic Corp. 22 2 3 0.95 10.0 1.7 60-125%
1026 Flextronics Int?l 66 1 4 1.80 54.1 NIL 30-110%
1027 Gemstar Int?l 94 1 4 1.50 NMF NIL N- 20%
1028 Harman Int?l 59 2 3 0.85 14.2 0.3 25- 85%
1030 JDS Uniphase 138 1 4 1.65 NMF NIL N- 10%
1031 Jabil Circuit 78 1 3 1.70 48.8 NIL N- 40%
1032 KEMET Corp. 65 1 4 1.25 33.0 NIL N- 10%
1033 Micrel Inc. 119 1 4 1.70 NMF NIL N- N%
1034 Molex Inc. 53 1 3 1.00 46.9 0.2 N- N%
1035 Paxar Corp. 9 7 ⁄8 2 3 0.85 11.1 NIL 70-155%
1036 Pioneer-Standard 17 2 4 1.05 12.7 0.7 5- 75%
1038 Plantronics Inc. 78 2 3 0.90 19.0 NIL 30-100%
1039 Plexus Corp. 58 1 3 1.15 30.5 NIL 20-105%
1041 Rogers Corp. 58 2 3 0.65 22.7 NIL 5- 40%
1042 SCI Systems 43 1 3 1.80 31.9 NIL N- 5%
1043 Safeguard Scientifics 213 2 4 1.40 NMF NIL 15- 90%
1044 Sanmina Corp. 122 1 3 1.65 47.7 NIL 0- 55%
1045 Sensormatic Electr. 19 1 4 1.05 23.8 NIL 5- 60%
1046 Solectron Corp. 32 2 3 1.60 37.6 NIL N- 70%
1047 Symbol Technologies 95 1 3 0.90 67.9 NIL N- N%
1049 Titan Corp 38 1 5 0.95 63.3 NIL (NMF)-NMF
1051 Vishay Intertechnology 54 1 3 1.35 25.5 NIL N- 10%
Internet (INDUSTRY RANK 5)
2215 America Online 55 2 3 1.65 NMF NIL 35-135%
2217 CMGI, Inc. 139 2 3 1.95 NMF NIL 85-180%
2223 Excite@Home 31 2 4 1.55 NMF NIL 125-285%
2226 Lycos, Inc. 75 1 4 2.15 NMF NIL 100-235%
1921 Macromedia, Inc. 87 1 4 1.50 NMF NIL N- 10%
2227 RealNetworks, Inc. 71 1 4 2.05 NMF NIL 55-170%
2231 Yahoo! Inc. 177 1 4 1.65 NMF NIL 20- 90%
Foreign Telecom. (INDUSTRY RANK 7)
792 Alcatel ADR 47 2 3 0.95 40.9 1.3 40-100%
793 BCE Inc. 117 1 2 1.05 51.3 0.8 N- N%
798 Ericsson ADR 100 1 3 1.25 76.3 0.3 N- N%
799 Nokia Corp. ADR 211 1 3 1.40 75.4 0.3 N- 5%
800 Nortel Networks 121 1 3 1.40 NMF 0.1 N- N%
804 Telefonica SA ADR 89 2 3 1.05 44.5 NIL N- 30%
805 Telefonos de Mexico ADR 76 1 3 1.25 22.8 0.9 N- 50%
Telecom. Equipment (INDUSTRY RANK 8)
772 ADC Telecom. 50 1 3 1.50 58.8 NIL 70-140%
773 Allen Telecom 12 2 5 1.30 37.5 NIL 25-110%
776 Ciena Corp. 154 2 4 1.75 NMF NIL N- N%
777 CommScope 40 2 3 1.40 26.0 NIL 65-140%
1755 Harmonic, Inc. 138 1 4 1.50 NMF NIL N- 10%
786 Qualcomm Inc. 129 1 3 1.45 NMF NIL N- N%
788 Scientific Atlanta 138 1 3 1.25 87.9 0.1 N- N%
789 Tellabs, Inc. 50 2 3 1.70 32.1 NIL 30- 90%
1430 Westell Techn. ?A? 36 2 4 1.15 NMF NIL 10- 80%
Computer Software & Svcs (INDUSTRY RANK 9)
2170 Adobe Systems 79 1 3 1.25 45.7 0.1 N- N%
2172 Automatic Data Proc. 43 2 1 0.90 32.1 0.8 40- 65%
2173 BEA Systems 133 1 4 1.45 NMF NIL 30-120%
2175 BARRA, Inc. 37 2 3 0.90 19.9 NIL N- 50%
2179 Comdisco, Inc. 49 2 3 1.45 42.6 0.3 20- 85%
2180 Computer Associates 60 1 3 1.20 20.3 0.2 60-125%
2181 Computer Sciences 77 2 3 0.95 27.9 NIL 30- 95%
2182 Compuware Corp. 22 2 3 1.30 16.2 NIL 150-265%
2184 DST Systems 54 2 3 1.25 22.9 NIL 30- 95%
2186 First Data Corp. 42 2 3 1.25 21.9 0.2 45-100%
2187 Fiserv Inc. 29 2 3 1.00 23.4 NIL 70-140%
2189 Informix Corp. 18 2 4 1.75 31.6 NIL N- 65%
2191 Intuit Inc. 51 1 4 1.45 92.7 NIL N- N%
2193 Mentor Graphics 16 1 4 1.00 24.2 NIL 20- 90%
2194 Microsoft Corp. 96 2 2 1.05 56.5 NIL 5- 40%
2197 Novell, Inc. 32 2 3 1.25 42.7 NIL 25-105%
2198 Oracle Corp. 83 1 3 1.35 NMF NIL N- N%
2200 Paychex, Inc. 49 1 3 1.00 65.3 0.8 10- 65%
2204 SEI Investments 97 2 3 1.15 22.9 0.5 85-180%
2205 Siebel Systems 165 1 3 1.70 NMF NIL N- N%
2209 Sybase Inc. 28 1 4 1.10 43.1 NIL N- 60%
2210 Symantec Corp. 79 1 3 1.45 36.7 NIL 10- 65%
Computer & Peripherals (INDUSTRY RANK 10)
1087 Adaptec Inc. 43 1 4 1.35 21.0 NIL 40-110%
1088 Amer. Power Conv. 34 1 3 1.15 27.6 NIL 20- 75%
1089 Apple Computer 122 1 3 0.80 35.4 NIL N- 5%
1090 Cabletron Sys. 44 2 4 1.35 78.6 NIL N- N%
1091 Cisco Systems 66 1 3 1.45 NMF NIL 5- 50%
1094 EMC Corp. 132 1 3 1.35 95.0 NIL 70-155%
1095 Gateway Inc. 65 2 3 1.35 43.0 NIL 30- 90%
1104 MICROS Systems 52 1 3 1.10 24.4 NIL 25- 85%
525 Network Appliance 218 1 4 1.60 NMF NIL N- 0%
1113 Sun Microsystems 96 1 3 1.30 NMF NIL N- 5%
Drug (INDUSTRY RANK 12)
1243 Amgen 61 2 3 1.00 57.0 NIL N- 25%
1245 Biogen Inc. 100 1 3 0.95 56.2 NIL N- N%
1422 Cephalon Inc. 58 2 5 1.20 NMF NIL N- 55%
1248 Chiron Corp. 62 2 3 1.05 87.3 NIL N- 20%
1250 Cygnus Inc. 18 2 5 1.30 NMF NIL N- 40%
1251 Dura Pharmac. 14 2 4 1.50 16.1 NIL 115-220%
1252 Elan Corp. ADR 40 2 3 0.95 27.4 NIL 40- 90%
1254 Genzyme Corp. 57 2 3 1.05 28.1 NIL N- 40%
1259 IDEC Pharmac. 153 2 4 1.40 NMF NIL N- N%
1260 Immunex Corp. 230 1 4 1.40 NMF NIL N- N%
1262 IVAX Corp. 27 1 4 0.65 58.7 NIL N- 10%
1263 Jones Pharma 37 1 3 1.00 43.0 0.2 N- 50%
1265 MedImmune Inc. 197 1 4 1.30 NMF NIL N- 25%
1269 Mylan Labs. 28 2 3 1.00 22.2 0.6 45-115%
1277 SICOR Inc. 10 1 5 1.00 40.0 NIL 0- 50%
¸ 2000, Value Line Publishing, Inc.
regards |
