As Don pointed out, the selling is concentrated in the high
PE stocks and mostly in teh few Mo Mo mania stocks. Note
that their rankings in teh NDX are not very high. Here
are the weightings as of yesterday's close.
as of Jan. 25 Symbol %
Microsoft Corporation MSFT 6.61
Cisco Systems, Inc. CSCO 5.88
Intel Corporation INTC 4.73
Oracle Corporation ORCL 4.07
QUALCOMM Incorporated QCOM 3.88
JDS Uniphase Corporation JDSU 3.01 ******
Sun Microsystems, Inc. SUNW 2.57
Siebel Systems, Inc. SEBL 2.22
VERITAS Software Corporation VRTS 2.21
Amgen Inc. AMGN 2.02
CIENA Corporation CIEN 1.78
Nextel Communications, Inc. NXTL 1.68
VoiceStream Wireless Corporation VSTR 1.64
Applied Micro Circuits Corporation AMCC 1.55
Juniper Networks, Inc. JNPR 1.53 *******
Linear Technology Corporation LLTC 1.49
Dell Computer Corporation DELL 1.48
Maxim Integrated Products, Inc. MXIM 1.44
Immunex Corporation IMNX 1.43
i2 Technologies, Inc. ITWO 1.42
Xilinx, Inc. XLNX 1.33
BEA Systems, Inc. BEAS 1.31
Gemstar-TV Guide International Inc GMST 1.28
Check Point Software Technologies Ltd. CHKP 1.27
WorldCom, Inc. WCOM 1.22
Applied Materials, Inc. AMAT 1.19
PeopleSoft, Inc. PSFT 1.17
Comverse Technology, Inc. CMVT 1.09
Network Appliance, Inc. NTAP 1.08
SDL, Inc. SDLI 1.05
Comcast Corporation CMCSK 1.04
PMC - Sierra, Inc. PMCS 0.98 *********
Altera Corporation ALTR 0.96
Flextronics International Ltd. FLEX 0.96
Paychex, Inc. PAYX 0.91
Sanmina Corporation SANM 0.9
Broadcom Corporation BRCM 0.84 ********
Exodus Communications, Inc. EXDS 0.83
Palm, Inc. PALM 0.83
ADC Telecommunications, Inc. ADCT 0.82
LM Ericsson Telephone Company ERICY 0.8
Tellabs, Inc. TLAB 0.8
VeriSign, Inc. VRSN 0.79
Vitesse Semiconductor Corporation VTSS 0.79
Adobe Systems Incorporated ADBE 0.78
Biogen, Inc. BGEN 0.7
Chiron Corporation CHIR 0.69
Level 3 Communications, Inc. LVLT 0.68
Millennium Pharmaceuticals, Inc. MLNM 0.68
Starbucks Corporation SBUX 0.64
Yahoo! Inc. YHOO 0.61
Costco Wholesale Corporation COST 0.59
eBay Inc. EBAY 0.58
Intuit Inc. INTU 0.58
Rational Software Corporation RATL 0.58
KLA-Tencor Corporation KLAC 0.57
MedImmune, Inc. MEDI 0.57
Cintas Corporation CTAS 0.56
Concord EFS, Inc. CEFT 0.56
IDEC Pharmaceuticals Corporation IDPH 0.56
Genzyme General GENZ 0.55
Apple Computer, Inc. AAPL 0.52
Bed Bath & Beyond Inc. BBBY 0.52
McLeodUSA Incorporated MCLD 0.52
Ariba, Inc. ARBA 0.51
Metromedia Fiber Network, Inc. MFNX 0.48
Biomet, Inc. BMET 0.46
Fiserv, Inc. FISV 0.45
Mercury Interactive Corporation MERQ 0.45
Human Genome Sciences, Inc. HGSI 0.44
Citrix Systems, Inc. CTXS 0.43
EchoStar Communications Corporation DISH 0.43
PanAmSat Corporation SPOT 0.42
QLogic Corporation QLGC 0.42 *******
USA Networks, Inc. USAI 0.39
XO Communications, Inc. XOXO 0.39
Adelphia Communications Corporation ADLAC 0.37
TMP Worldwide Inc. TMPW 0.37
BMC Software, Inc. BMCS 0.32
Parametric Technology Corporation PMTC 0.32
Atmel Corporation ATML 0.3
Electronic Arts Inc. ERTS 0.3
Conexant Systems, Inc. CNXT 0.28
Amazon.com, Inc. AMZN 0.26
BroadVision, Inc. BVSN 0.25
PACCAR Inc PCAR 0.25
Staples, Inc. SPLS 0.25
Molex Incorporated MOLX 0.24
RF Micro Devices, Inc. RFMD 0.22
Abgenix, Inc. ABGX 0.21
Novell, Inc. NOVL 0.19
Smurfit-Stone Container Corporation SSCC 0.19
Compuware Corporation CPWR 0.16
CNET Networks, Inc. CNET 0.15
Microchip Technology Incorporated MCHP 0.15
CMGI, Inc. CMGI 0.13
3Com Corporation COMS 0.11
Inktomi Corporation INKT 0.11
At Home Corporation ATHM 0.1
RealNetworks, Inc. RNWK 0.08 |
