Another look at the VaporCap 100:
Disclaimer: I *may* be short some of the following securities. <GGG>
>>>>>>>>>>Market Cap Sales Price/Sales 1. JDSU 86,144.508 1,430.400 60.224 JDS Uniphase Corporation 2. JNPR 65,002.961 251.920 258.030 Juniper Networks, Inc. 3. VRTS 56,228.492 929.636 60.484 Veritas Software Corp. 4. BRCM 51,887.383 735.944 70.505 Broadcom Corporation 5. YHOO 47,277.590 854.661 55.317 Yahoo! Inc. 6. NTAP 38,617.516 707.180 54.608 Network Appliance, Inc. 7. VRSN 37,311.055 154.783 241.054 VeriSign, Inc. 8. GMST 34,678.176 259.581 133.593 Gemstar-TV Guide Int'l 9. PMCS 31,416.793 389.116 80.739 PMC-Sierra, Inc. 10. ARBA 30,573.264 161.327 189.511 Ariba, Inc. 11. SCMR 26,348.107 198.137 132.979 Sycamore Networks, Inc. 12. CHKP 25,865.424 294.578 87.805 Check Point Software Tech 13. SDLI 25,352.611 288.902 87.755 SDL, Inc. 14. BRCD 24,775.740 227.025 109.132 Brocade Communications 15. AMCC 24,066.777 214.897 111.992 Applied Micro Circuits 16. RBAK 22,478.473 129.561 173.497 Redback Networks Inc. 17. EBAY 17,950.186 315.596 56.877 eBay Inc. 18. INFY 16,802.480 243.973 68.870 Infosys Technologies Ltd. 19. TIBX 15,067.994 196.555 76.660 Tibco Software, Inc. 20. MLNM 12,741.432 189.060 67.394 Millennium Pharmaceutical 21. MFNX 12,328.267 111.810 110.261 Metromedia Fiber Network 22. INKT 12,165.099 171.124 71.089 Inktomi Corporation 23. MERQ 12,095.504 237.600 50.907 Mercury Interactive Corp. 24. CMRC 11,755.351 124.964 94.070 Commerce One, Inc. 25. MCDT 11,130.940 164.668 67.596 McDATA Corporation 26. ARMHY 10,381.259 115.989 89.502 ARM Holdings plc 27. ONIS 9,489.664 15.186 624.896 ONI Systems Corp. 28. PHCM 9,146.033 68.727 133.078 Phone.com, Inc. 29. STOR 9,011.355 18.093 498.058 StorageNetworks, Inc. 30. HGSI 8,978.942 21.588 415.923 Human Genome Sciences 31. BLDP 8,894.993 38.324 232.100 Ballard Power Systems 32. TMIC 8,834.845 160.696 54.979 Trend Micro Incorporated 33. SEPR 8,779.582 64.306 136.528 Sepracor Inc. 34. SWCM 8,621.138 77.131 111.773 Software.com, Inc. 35. GSPN 8,386.988 145.106 57.799 GlobeSpan, Inc. 36. RMBS 8,020.456 57.708 138.983 Rambus, Inc. 37. SONS 7,657.257 7.604 1,007.004 Sonus Networks, Inc. 38. FNSR 7,495.370 80.480 93.133 Finisar Corporation 39. RIMM 7,385.473 119.109 62.006 Research In Motion Ltd. 40. AUTN 7,345.713 39.578 185.601 Autonomy Corporation plc 41. HAND 7,330.287 101.937 71.910 Handspring, Inc. 42. AVNX 7,211.718 40.743 177.005 Avanex Corporation 43. IDPH 7,041.921 124.985 56.342 IDEC Pharmaceuticals Corp 44. NXTP 6,779.714 71.808 94.414 Nextel Partners, Inc. 45. MRVL 6,774.290 112.298 60.324 Marvell Technology Group 46. MUSE 6,674.258 101.598 65.693 Micromuse, Inc. 47. INSP 6,414.346 68.361 93.830 InfoSpace, Inc. 48. NXTV 5,977.901 110.062 54.314 Next Level Communications 49. ABGX 5,855.973 16.008 365.815 Abgenix, Inc. 50. CFLO 5,638.477 48.110 117.200 CacheFlow Inc. 51. ARTG 5,488.573 75.625 72.576 Art Technology Group 52. TXCC 5,469.303 102.259 53.485 TranSwitch Corporation 53. CRA 5,453.423 42.666 127.817 PE Corp.-Celera Genomics 54. WEBM 5,346.742 35.520 150.528 webMethods, Inc. 55. VITR 5,334.001 72.321 73.755 Vitria Technology, Inc. 56. NUFO 5,227.322 37.753 138.461 New Focus, Inc. 57. IWOV 5,141.484 49.923 102.988 Interwoven, Inc. 58. CPST 5,112.395 15.970 320.125 Capstone Turbine Corp. 59. AKAM 4,987.125 28.948 172.279 Akamai Technologies, Inc. 60. BKHM 4,920.468 14.489 339.600 Bookham Technology plc 61. PDLI 4,734.814 54.496 86.884 Protein Design Labs, Inc. 62. COSN 4,618.404 7.622 605.931 Cosine Communications 63. QLTI 4,617.600 26.170 176.446 QLT Inc. 64. ICGE 4,605.139 14.150 325.452 Internet Capital Group 65. INAP 4,259.501 31.648 134.590 InterNAP Network Services 66. IXTC 4,071.392 20.138 202.175 IRT Corporation 67. AGIL 4,064.246 42.076 96.593 Agile Software Corp. 68. NUAN 3,980.233 30.005 132.652 Nuance Communications 69. CELG 3,926.922 45.038 87.191 Celgene Corp. 70. AVCI 3,858.965 2.721 1,418.216 Avici Systems Inc. 71. MMCN 3,843.216 64.385 59.691 MMC Networks, Inc. 72. MEDX 3,788.872 8.139 465.521 Medarex, Inc. 73. VRTA 3,746.790 46.808 80.046 Virata Corporation 74. AETH 3,656.348 21.695 168.534 Aether Systems, Inc. 75. LDIG 3,639.261 65.723 55.373 Liberty Digital, Inc. 76. BALT 3,634.020 57.424 63.284 Baltimore Technologies pl 77. CPTH 3,589.177 71.150 50.445 Critical Path, Inc. 78. IMCL 3,520.691 1.626 2,165.247 Imclone Systems, Inc. 79. FREE 3,395.156 28.672 118.414 Freeserve plc 80. MVSN 3,251.169 48.416 67.151 Macrovision Corporation 81. CTLM 3,148.643 17.514 179.779 Centillium Communications 82. LBRT 2,949.299 32.133 91.784 Liberate Technologies 83. NTRO 2,880.946 38.805 74.242 Netro Corporation 84. EPNY 2,687.377 52.992 50.713 E.piphany, Inc. 85. PPRO 2,592.020 18.400 140.871 PurchasePro.com, Inc. 86. ENZN 2,466.480 17.017 144.942 Enzon, Inc. 87. BLUE 2,404.875 35.216 68.289 Blue Martini Software 88. ACPW 2,292.674 3.435 667.445 Active Power, Inc. 89. PRTH 2,094.788 24.132 86.805 Parthus Technologies plc 90. AOLA 2,067.266 9.200 224.703 America Online Latin Am. 91. ADX 2,022.582 25.467 79.420 Adams Express Company 92. SPWX 1,990.283 18.036 110.351 SpeechWorks International 93. NETE 1,897.003 25.289 75.013 Netegrity, Inc. 94. CRGN 1,873.419 19.678 95.204 CuraGen Corporation 95. MYGN 1,848.410 34.013 54.344 Myriad Genetics, Inc. 96. TUNE 1,836.345 28.961 63.408 Microtune, Inc. 97. OSIP 1,805.313 28.385 63.601 OSI Pharmaceuticals, Inc. 98. NIKU 1,784.684 28.332 62.992 Niku Corporation 99. PXLW 1,747.536 29.534 59.170 Pixelworks, Inc. 100. WVCM 1,742.191 29.613 58.832 Wavecom S.A. |