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Page 3 of 6
Technology & Investment in U.S. Stock
Markets (cntd)
The Long View
NASDAQ, SPX
compositions.
Year - 2001
|
No. |
Nasdaq
Ticker
Weight |
| |
|
|
1. |
Microsoft - MSFT
-
8.65 |
|
2. |
Intel
-
INTC
-
5.89 |
|
3. |
CISCO - CSCO
-
4.58 |
|
4. |
Qualcomm- QCOM-
4.13 |
|
5. |
Oracle
- ORCL –
3.01 |
|
6. |
JDS Uniphase- JDSU-
2.85 |
|
7. |
AMGEN - AMGN
- 2.75 |
|
8. |
Dell
-
DELL –
2.04 |
|
9. |
VoiceStream – VSTR-
1.92 |
|
10. |
Xilinx
-
XLNX –
1.67 |
S&P 500 Index Changes 2000
Information below is taken from Standard & Poor web site.
The changes show the transition towards technology stocks from the old
economy stocks. Note the additions of technology stocks marked with a star
*.
|
Date |
ADDITIONS - Company/Ticker |
DELETIONS- Company/Ticker |
| 01/03 |
NCR Corp. NCR |
--------------- |
| 01/05 |
Young & Rubicam YNR |
General Instrument GIC |
| 01/28 |
* Conexant Systems
CNXT |
Consolidated Natural Gas
CNG |
| 01/28 |
Biogen, Inc. BGEN |
Foster Wheeler FWC |
| 01/28 |
Harley-Davidson HDI |
Fleetwood Enterprises
FLE |
| 03/15 |
Sabre Holdings
Corporation TSG |
Service Corp.
International RV |
| 03/31 |
Pharmacia Corp. PHA |
Pharmacia & Upjohn,
Inc. PNU |
| 03/31 |
Veritas Software VRTS |
Pep Boys PBY |
| 03/31 |
* Linear Technology LLTC |
Monsanto Company MTC |
| 04/17 |
* Altera Corp.
ALTR |
Atlantic Richfield ARC |
| 05/04 |
Sapient Corp. SAPE |
Reynolds Metals RLM |
| 05/04 |
* Siebel Systems, Inc.
SEBL |
CBS Corp. CBS |
| 05/09 |
* Maxim Integrated
Products MXIM |
Jostens Inc. JOS |
| 05/31 |
American Power
Conversion APCC |
Mirage Resorts MIR |
| 06/02 |
* Agilent
Technologies A |
NACCO Industries NC |
| 06/07 |
Starbucks Corp. SBUX |
Shared Medical Systems
SMS |
| 06/12 |
Convergys Corp. CVG |
Times Mirror TMC |
| 06/15 |
MedImmune MEDI |
Central & South West
CSR |
| 06/15 |
----- ----- |
MediaOne Group Inc. UMG |
| 06/16 |
Charter One Financial CF |
----- ----- |
| 06/16 |
* Novellus Systems
NVLS |
Champion International
CHA |
| 06/20 |
Tiffany & Co.
TIF |
Silicon Graphics SGI |
| 06/20 |
Sanmina Corp. SANM |
Warner-Lambert WLA |
| 06/28 |
Visteon Corp. VC |
IKON Office Solutions
IKN |
| 06/28 |
Mercury Interactive MERQ |
Milacron Inc. MZ |
| 06/30 |
* Broadcom Corporation
BRCM |
GTE Corp. GTE |
| 07/05 |
* Qwest
Communication Int'l Q |
US West USW |
| 07/12 |
Stilwell Financial SV |
Kansas City Southern
Industries KSU |
| 07/14 |
CIT Group Inc. CIT |
Union Pacific Resources
UPR |
| 07/26 |
* JDS Uniphase
Corp. JDSU |
Rite Aid Corp. RAD |
| 07/27 |
* Palm Inc.
PALM |
3Com Corp. COMS |
| 08/18 |
KeySpan Corp. KSE |
New Century Energies NCE |
| 08/29 |
Devon Energy Corp.
DVN |
Great A&P GAP |
| 09/29 |
Avaya Inc. AV |
Owens Corning OWC |
| 10/02 |
King Pharmaceuticals KG |
Young & Rubicam YNR |
| 10/02 |
Moody's Corp. MCO |
Dun & Bradstreet DNB |
| 10/02 |
Dynegy Inc. DYN |
BestFoods BFO |
| 10/17 |
Nabors Industries NBR |
Mallinckrodt Inc. MKG |
| 10/20 |
Power-One Inc. PWER |
Unicom Corp. UCM |
| 11/01 |
EOG Resources EOG |
Eastern Enterprises EFU |
| 11/01 |
NiSource Inc. NI |
Columbia Energy Group CG |
| 11/03 |
* BroadVision Inc. BVSN |
PainWebber Group PWJ |
| 11/16 |
Starwood Hotels &
Resorts HOT |
Armstrong Holdings, Inc.
ACK |
| 11/21 |
Forest Laboratories FRX |
Seagate Technology SEG |
| 11/22 |
Chiron Corp. CHIR |
Fort James Corp. FJ |
| 11/30 |
Calpine Corp. CPN |
Florida Progress FPC |
| 12/01 |
---------- |
Associates First Capital
AFS |
| 12/04 |
Robert Half
International RHI |
----------- |
| 12/08 |
Allegheny Energy Inc.
AYE |
Bethlehem Steel BS |
| 12/08 |
Ambac
Financial Group ABK |
Crown Cork
& Seal CCK |
| 12/08 |
Symbol
Technologies SBL |
Grace (W.R.)
& Co. (New) GRA |
| 12/08 |
*
Intuit, Inc. INTU |
Owens-Illinois
OI |
| 12/08 |
MetLife Inc.
MET |
Seagram Co.
Ltd. VO |
| 12/11 |
Kinder
Morgan, Inc. KMI |
Nabisco
Group Hldgs. NGH |
| 12/11 |
QLogic Corp.
QLGC |
Polaroid
Corp. PRD |
| 12/11 |
*
Vitessa Semiconductor VTSS |
Springs
Industries, Inc. SMI |
| 12/11 |
Stryker
Corp. SYK |
Russell
Corp. RML |
| 12/13 |
Aetna Inc.
(New) AET |
AET Aetna
Inc. (Old) AET |
| 12/21 |
Fluor Corp.
(New) FLR |
Massey
Energy Company MEE |
| 12/29 |
* Applied
Micro Circuits AMCC |
Morgan
(J.P.) & Co. JPM |
next
page
page
1 - Introduction - Japan & US - Similarities & Differences
page
2 - Types of Economic Slowdowns
page
3 - The Long View - Nasdaq & SP500 Compositions
page
4 - Investment Bankers/Analysts - IPO Hard Sells
page
5 - Value Investing - Warren Buffett 'the Sage of Omaha'
page
6 - Technology Investment Risk Factors
&
Lessons for South Asia
Disclaimer |