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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: marc ultra who wrote (11392)	12/30/2000 11:19:43 PM
From: Investor2	Respond to of 42834

The top 10 holdings in the QQQ and IYW are: QQQ IYW 1. Cisco Systems 7.52% Cisco Systems Inc 10.33% 2. Intel Corp. 7.43% Intel Corp 7.03% 3. Microsoft Corp 6.87% Microsoft Corp 6.72% 4. Oracle 4.72% EMC Corp 5.75% 5. JDS Uniphase 4.04% IBM 5.27% 6. Sun Microsystems 2.98% Sun Microsystems Inc 4.93% 7. NEXTEL 2.70% Oracle Corp 4.56% 8. QUALCOMM Inc 2.54% Lucent 2.72% 9. WorldCom, Inc. 2.24% Texas Instruments Inc 2.17% 10. Dell Computer 2.23% Hewlett Packard Co 2.15% Total 43.27% Total 51.61% Similar, but not identical. Also, I notice that the expense ratio of IYW, although small compared to actively managed funds, is about 3 times larger than the expense ratio of QQQ. Best wishes, I2