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To: marginmike who wrote (94186)	4/14/2001 4:20:35 PM
From: t2	Read Replies (1) \| Respond to of 436258

From what I recall, the Nasdaq100 leans a bit more towards the "high growth" stocks. They seemed to have adjusted downward the weighting of stocks like Dell, WCOM and increased the weightings of those with greater rates of growth-or what they thought would be high growth stocks (jdsu, qcom, jnpr etc..). That is why the market caps don't agree with their representation in the Nasdaq100. Of course the weighting depends mostly on stock performance once the number of shares of each stock are set but the Nasdaq people. Nasdaq100 tends to mirror momentum tech funds. I believe that is why they call it something like "adjusted market weighted". BTW--going to look into it a little more. Do notice that stocks like AMGN are much more influential in this index than they were a year ago. The weighting earlier posted are correct it seems as of last week.

To: marginmike who wrote (94186)	4/14/2001 5:41:23 PM
From: UnBelievable	Read Replies (1) \| Respond to of 436258

It Must Be Easier To Manipulate. You know, those "proprietary adjustments". I calculated a weighting based on Thursday's close and the number of shares outstanding and came up with the following, sorted by the Market Cap I had calculated. Weight is the stocks current weighting in the $NDX. This list is sorted by actual market cap. SYMBOL MarCap Weight MSFT 18.14% 9.88% INTC 10.29% 5.81% CSCO 7.12% 4.01% ORCL 4.81% 3.24% DELL 3.93% 2.28% WCOM 3.09% 1.81% AMGN 3.07% 2.25% SUNW 3.03% 2.07% ERICY 2.66% 0.52% AMAT 2.18% 1.72% QCOM 2.18% 4.16% CMCSK 2.12% 1.63% JDSU 1.55% 2.34% VSTR 1.42% 2.48% VRTS 1.31% 2.10% CIEN 0.91% 1.70% SEBL 0.90% 1.65% COST 0.89% 0.76% JNPR 0.88% 0.80% CHKP 0.80% 1.26% TLAB 0.77% 0.69% DISH 0.75% 0.67% XLNX 0.74% 1.53% GMST 0.73% 1.20% LLTC 0.71% 1.50% BEAS 0.70% 1.04% PAYX 0.69% 1.18% MXIM 0.67% 1.46% NXTL 0.67% 1.28% EBAY 0.61% 0.70% CEFT 0.60% 1.08% CMVT 0.59% 0.91% ALTR 0.59% 1.32% ADBE 0.54% 0.86% GENZ 0.53% 1.04% YHOO 0.52% 0.38% FLEX 0.51% 0.91% BGEN 0.51% 0.94% BRCM 0.50% 0.46% VRSN 0.49% 0.73% CHIR 0.46% 1.01% PSFT 0.46% 0.96% KLAC 0.44% 0.82% ITWO 0.44% 0.74% USAI 0.44% 0.67% ERTS 0.44% 0.67% MEDI 0.43% 0.71% AAPL 0.42% 0.94% BBBY 0.42% 0.93% IMNX 0.42% 0.90% SPLS 0.42% 0.44% MOLX 0.41% 0.32% MLNM 0.41% 0.64% SANM 0.41% 0.65% IDPH 0.40% 0.63% SBUX 0.39% 0.95% BMET 0.38% 0.81% HGSI 0.37% 0.55% CTAS 0.37% 0.72% NVLS 0.37% 0.56% AMCC 0.36% 0.60% ADLAC 0.35% 0.52% ADCT 0.34% 0.64% INTU 0.33% 0.67% FISV 0.33% 0.66% MCLD 0.32% 0.39% BRCD 0.32% 0.52% LVLT 0.30% 0.31% NTAP 0.30% 0.49% SPOT 0.29% 0.61% AMZN 0.29% 0.28% ATML 0.27% 0.31% VTSS 0.27% 0.47% EXDS 0.26% 0.42% PMCS 0.25% 0.40% CTXS 0.24% 0.45% TMPW 0.23% 0.39% MERQ 0.22% 0.34% PALM 0.22% 0.34% MCHP 0.20% 0.26% PCAR 0.19% 0.35% SSCC 0.19% 0.29% RATL 0.18% 0.32% CPWR 0.18% 0.18% RFMD 0.16% 0.23% QLGC 0.16% 0.23% MFNX 0.15% 0.24% ABGX 0.14% 0.19% PMTC 0.13% 0.28% CNXT 0.12% 0.19% ATHM 0.11% 0.10% COMS 0.09% 0.07% ARBA 0.09% 0.12% CNET 0.08% 0.14% RNWK 0.08% 0.11% NOVL 0.07% 0.14% XOXO 0.07% 0.09% BVSN 0.06% 0.08% CMGI 0.05% 0.08% INKT 0.03% 0.04% I thought it might be interesting to look at which stocks were the most under weighted and which the most over weighted when compared to pure market cap. This list is sorted from most over weighted to most under weighted where the factor is equal to Mar Cap / Weight. Anything greater than 1 is over weighted and anything less than 1 is under weighted. SYMBOL MarCap Weight Under/Over SBUX 0.39% 0.95% 2.43 ALTR 0.59% 1.32% 2.25 AAPL 0.42% 0.94% 2.23 BBBY 0.42% 0.93% 2.21 CHIR 0.46% 1.01% 2.18 MXIM 0.67% 1.46% 2.17 IMNX 0.42% 0.90% 2.16 PMTC 0.13% 0.28% 2.15 BMET 0.38% 0.81% 2.14 SPOT 0.29% 0.61% 2.13 LLTC 0.71% 1.50% 2.13 PSFT 0.46% 0.96% 2.08 XLNX 0.74% 1.53% 2.07 FISV 0.33% 0.66% 2.03 INTU 0.33% 0.67% 2.02 GENZ 0.53% 1.04% 1.97 CTAS 0.37% 0.72% 1.94 NXTL 0.67% 1.28% 1.92 QCOM 2.18% 4.16% 1.91 NOVL 0.07% 0.14% 1.89 ADCT 0.34% 0.64% 1.88 CIEN 0.91% 1.70% 1.86 BGEN 0.51% 0.94% 1.86 CTXS 0.24% 0.45% 1.86 KLAC 0.44% 0.82% 1.85 SEBL 0.90% 1.65% 1.83 PCAR 0.19% 0.35% 1.80 CEFT 0.60% 1.08% 1.79 FLEX 0.51% 0.91% 1.78 VTSS 0.27% 0.47% 1.77 RATL 0.18% 0.32% 1.76 VSTR 1.42% 2.48% 1.75 PAYX 0.69% 1.18% 1.70 TMPW 0.23% 0.39% 1.69 AMCC 0.36% 0.60% 1.68 ITWO 0.44% 0.74% 1.68 CNET 0.08% 0.14% 1.67 NTAP 0.30% 0.49% 1.66 MEDI 0.43% 0.71% 1.65 BRCD 0.32% 0.52% 1.64 GMST 0.73% 1.20% 1.64 PMCS 0.25% 0.40% 1.63 EXDS 0.26% 0.42% 1.61 VRTS 1.31% 2.10% 1.61 SANM 0.41% 0.65% 1.60 ADBE 0.54% 0.86% 1.60 IDPH 0.40% 0.63% 1.59 CHKP 0.80% 1.26% 1.58 MFNX 0.15% 0.24% 1.57 MLNM 0.41% 0.64% 1.56 PALM 0.22% 0.34% 1.56 CMGI 0.05% 0.08% 1.55 MERQ 0.22% 0.34% 1.54 CMVT 0.59% 0.91% 1.53 CNXT 0.12% 0.19% 1.53 ERTS 0.44% 0.67% 1.53 SSCC 0.19% 0.29% 1.53 USAI 0.44% 0.67% 1.52 JDSU 1.55% 2.34% 1.51 NVLS 0.37% 0.56% 1.51 ADLAC 0.35% 0.52% 1.49 BEAS 0.70% 1.04% 1.49 VRSN 0.49% 0.73% 1.49 HGSI 0.37% 0.55% 1.48 QLGC 0.16% 0.23% 1.46 RFMD 0.16% 0.23% 1.45 BVSN 0.06% 0.08% 1.41 ARBA 0.09% 0.12% 1.40 RNWK 0.08% 0.11% 1.37 ABGX 0.14% 0.19% 1.36 MCHP 0.20% 0.26% 1.29 INKT 0.03% 0.04% 1.26 XOXO 0.07% 0.09% 1.24 MCLD 0.32% 0.39% 1.20 EBAY 0.61% 0.70% 1.15 ATML 0.27% 0.31% 1.14 SPLS 0.42% 0.44% 1.06 LVLT 0.30% 0.31% 1.02 CPWR 0.18% 0.18% 1.00 AMZN 0.29% 0.28% 0.98 BRCM 0.50% 0.46% 0.92 JNPR 0.88% 0.80% 0.91 TLAB 0.77% 0.69% 0.90 ATHM 0.11% 0.10% 0.89 DISH 0.75% 0.67% 0.89 COST 0.89% 0.76% 0.85 COMS 0.09% 0.07% 0.81 AMAT 2.18% 1.72% 0.79 MOLX 0.41% 0.32% 0.77 CMCSK 2.12% 1.63% 0.77 AMGN 3.07% 2.25% 0.73 YHOO 0.52% 0.38% 0.73 SUNW 3.03% 2.07% 0.68 ORCL 4.81% 3.24% 0.67 WCOM 3.09% 1.81% 0.59 DELL 3.93% 2.28% 0.58 INTC 10.29% 5.81% 0.56 CSCO 7.12% 4.01% 0.56 MSFT 18.14% 9.88% 0.54 ERICY 2.66% 0.52% 0.20