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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 72.10

+1.4%

Nov 10 3:59 PM EST

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To: kvkkc1 who wrote (40821)	10/14/2000 1:59:52 PM
From: James F. Hopkins	Read Replies (1) of 77397

One more thing, Indexing..For some time the indexers (the weighting is relative,) and index funds have heavy holdings in Csco Intc and Msft.., for some time the relative weighting has had them buying more Csco, and Intc than MSFT..with the recent pull back of Csco, and Intc ( more than the recent pull back in msft ) the relative weighting starts to change..as when those other two fell it has the effect to cause a relative increase in the weighting indexes will have to hold in MSFT. While they don't adjust all that often the next adjustment to weighting favors MSFT unless CSCO and INTC can get back up to their highs before the adjustment comes. ------------- You can bet Fidelity who took profits out of Msft early this year is tracking the above, and will start to move back in before the Index funds re-weight. ------------- This "relative weighting" is only valid IF Csco and INTC fail to get back to the percentage gains they had over MSFT around Sept 4th. Many other factors and stocks effect this, so it's not a sure thing. MSFT has for some time been losing her relative weight to the S&P and NDX and there is a chance that could continue if she don't start to rise fairly soon. It's a mo mo market...( & index funds ) set a longer term trend , if you want filter out daytrader noises the relative move of stocks in the index over the last 60 days almost dictates what the indexers will be buying or reducing in when they adjust. If a stock isn't in any major index ( one that's bought and sold a lot ) then it's a maverick. MSFT has 4 major indexes working on her. and I have not updated my relative data on them since this last down turn started. The Csco. Intc thingy was just done by eyeball. So don't make bets yet on this little half assed analysis. I will try to update them by Monday. Jim

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