Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: Don S.Boller who wrote (29592)	9/30/1998 8:30:00 PM
From: robnhood	Read Replies (1) \| Respond to of 94695

maybe this is why-- last or second last paragraph stocksite.com

To: Don S.Boller who wrote (29592)	9/30/1998 8:34:00 PM
From: Joseph G.	Read Replies (1) \| Respond to of 94695

Don, FYI just one MSFT is 25%. Hope you can add the rest ... <<NASDAQ 100 INDEX Nasdaq-100 NDX - August 28, 1998 The following is based on information from the Nasdaq Stock Market. Nasdaq makes no warranty as to the accuracy of the information, has no liability for damages related to its use, and has not endorsed or passed on Nasdaq-100 options. © Copyright 1998, The Nasdaq Stock Market, Inc. All Rights Reserved. Symbol Company Name % NDX ADPT Adaptec, Inc. 0.12 ADCT ADC Telecommunications, Inc. 0.3 ADBE Adobe Systems Incorporated 0.17 ADTN ADTRAN, Inc. 0.09 AWIN Allied Waste Industries, Inc. 0.19 ALTR Altera Corporation 0.27 APCC American Power Conversion Corporation 0.27 AMGN Amgen Inc. 1.59 ANDW Andrew Corporation 0.12 APOL Apollo Group, Inc. 0.25 AAPL Apple Computer, Inc. 0.43 AMAT Applied Materials, Inc. 0.93 ASND Ascend Communications, Inc. 0.74 ATML Atmel Corporation 0.06 ADSK Autodesk, Inc. 0.11 BBBY Bed Bath & Beyond Inc. 0.25 BGEN Biogen, Inc. 0.35 BMET Biomet, Inc. 0.31 BMCS BMC Software, Inc. 1.01 CATP Cambridge Technology Partners, Inc. 0.19 CNTO Centocor, Inc. 0.23 AMFM Chancellor Media Corporation 0.56 CHIR Chiron Corporation 0.26 CTAS Cintas Corporation 0.44 CSCO Cisco Systems, Inc. 9.43 CTXS Citrix Systems, Inc. 0.25 CMCSK Comcast Corporation 1.35 CPWR Compuware Corporation 0.86 CEFT Concord EFS, Inc. 0.2 CEXP Corporate Express, Inc. 0.1 COST Costco Companies Inc. 1.1 CBRL Cracker Barrel Old Country Store, Inc. 0.16 DELL Dell Computer Corporation 7.27 DURA Dura Pharmaceuticals, Inc. 0.07 ERTS Electronic Arts Inc. 0.24 EFII Electronics for Imaging, Inc. 0.08 FAST Fastenal Company 0.11 FHCC First Health Group Corp. 0.12 FISV Fiserv, Inc. 0.31 FDLNB Food Lion, Inc. 0.23 FORE FORE Systems, Inc. 0.19 GART Gartner Group, Inc. 0.25 GNCI General Nutrition Companies, Inc. 0.11 GENZ Genzyme General 0.21 HBOC HBO & Company 1.03 MLHR Herman Miller, Inc. 0.19 IMNX Immunex Corporation 0.2 INTC Intel Corporation 12.55 JCOR Jacor Communications, Inc. 0.29 JJSC Jefferson Smurfit Corporation 0.13 KLAC KLA-Tencor Corporation 0.2 LVLT Level 3 Communications, Inc. 0.97 LLTC Linear Technology Corporation 0.4 ERICY LM Ericsson Telephone Company 1.24 MXIM Maxim Integrated Products, Inc. 0.39 MCCRK McCormick & Company, Incorporated 0.18 MCIC MCI Communications Corporation 3.19 MCHP Microchip Technology Incorporated 0.11 MUEI Micron Electronics, Inc. 0.12 MSFT Microsoft Corporation 24.93 MOLX Molex Incorporated 0.18 NSCP Netscape Communications Corporation 0.22 NETA Network Associates, Inc. 0.45 NXTL Nextel Communications, Inc. 0.54 NOBE Nordstrom, Inc. 0.46 NWAC Northwest Airlines Corporation 0.28 NOVL Novell, Inc. 0.36 ORCL Oracle Corporation 1.99 OXHP Oxford Health Plans, Inc. 0.04 PCAR PACCAR Inc 0.3 PHSYB PacifiCare Health Systems, Inc. 0.16 PAIR PairGain Technologies, Inc. 0.06 SPOT PanAmSat Corporation 0.61 PMTC Parametric Technology Corporation 0.29 PAYX Paychex, Inc. 0.61 PSFT PeopleSoft, Inc. 0.59 PHYC PhyCor, Inc. 0.04 QCOM QUALCOMM Incorporated 0.3 QNTM Quantum Corporation 0.2 QTRN Quintiles Transnational Corp. 0.27 QWST Qwest Communications International, Inc. 0.94 RTRSY Reuters Group PLC 0.22 RXSD Rexall Sundown, Inc. 0.14 ROST Ross Stores, Inc. 0.17 SIAL Sigma-Aldrich Corporation 0.26 SPLS Staples, Inc. 0.82 SBUX Starbucks Corporation 0.27 STEI Stewart Enterprises, Inc. 0.19 SUNW Sun Microsystems, Inc. 1.53 SYBS Sybase, Inc. 0.05 SNPS Synopsys, Inc. 0.18 TECD Tech Data Corporation 0.18 TCOMA Tele-Communications, Inc. 1.58 TLAB Tellabs, Inc. 0.91 COMS 3Com Corporation 0.89 OFIS U. S. Office Products Company 0.02 WCLX Wisconsin Central Transportation Corp. 0.06 WCOM WorldCom, Inc. 4.79 WTHG Worthington Industries, Inc. 0.11 XLNX Xilinx, Inc. 0.23>>

To: Don S.Boller who wrote (29592)	9/30/1998 10:22:00 PM
From: James F. Hopkins	Read Replies (2) \| Respond to of 94695

Yep; glad you got it, <G> But let me add, MSFT, INTC CSCO , & DELL make up 50% ! of the Nazdaq 100 I posted on that some time back, but I do like to see it kicked around. MSFT is over 24% of that index last time I looked. What the f*k good are the other 96% of the stocks in the index. It's a joke, I mean why even have an index if your going to have one like that. Lets just say intc csco & dell, don't move any today, but MSFT moves 5pts up, while every other stock in the index drops 5 pts, ya 95 stocks drop 5 pts, but the 5 point move up in msft completely offsets that when you look at the index it's flat, in spite of the fact that 95% of the stocks just lost on an average over 5% of their value. -------------------------------- I've been saying this would happen, MSFT is now the biggest company in the world , believe it or not It has jumped ahead of GE, 273.5 B to 258.9 B, would some one pass this on to CNBC. MSFT is also bigger than the two largest oil conglomerates put together..this staggers my mind..just how are they ever going to sell enough CDs to justify this kind of investment. On top of that half of the developing countries do not and will not ever pay for even 1% of the software they use. Tell me the market aint nuts. The trap is now, that MSFT has gotten so big, that to put a reasonable P/E on her the market would have to crash, it don't have a choice in the matter..as much more money that the 273.5 billion of MSFT market cap is involved here. Billions and Billions of derivatives that these bright ass Nobel winning geniuses have tied to the Futures market of the S&P, ( and margin up to 90% ) so any big fall in this stock now effects the S&P to such an extent that a huge chain reaction starts taking place. They can get in a jam if MSFT falls, even if they don't own one share of MSFT , it can cost them big time and force them to sell other stocks. Maybe you don't own 1 share of MSFT , but believe me the way these so call experts have screwed up this market if your in the market at all, what happens to the price of MSFT will effect what every you likely own. The way they tied the indexes together and then put futures on them The entire market is now depended on MSFT more than any other stock in the world, bar none. What's the solution they will offer ? buy more MSFT ! <G> Jim Ps I think I've out done my self with this one, but hey I can add a lot more to it, & if some one wants to pay me to dig out the actual numbers. Just sing out, I'm not fast with 5 dollar words, but I got a rat trap mind and have been around enough gypsy's to see what these wall street shylocks are doing.