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Alias Born 02/06/2001

Re: None

Sunday, 03/18/2001 9:34:09 PM

Sunday, March 18, 2001 9:34:09 PM

Post# of 102
Update on Marketcaps, Growth
2/19/01
Sorted by market cap from yahoo, numbers in Billions
PE per Yahoo
Only those over 1B in cap tracked.
Y2y Rev growth per briefing using last quarter’s
Future growth per Zacks using FY2001
For those with FY2001 ending in Jun, FY2002 was used
Company Mrkcap PE Grwth Future
1)MSFT 305 31 7 5 Gained 70B in cap
2)CSCO 203 69 54 30 Dropped 70B in cap
3)INTC 231 22 6 -30 Big 27% drop in growth
4)IBM 201 25 5 12 Gained 60B in cap
5)AOL 206 109 27 44 Gained 109B in cap
6)ORCL 134 21 14 21 Dropped 40B incap
7)NOK 124 35 45 20 Dropped 80B in cap
8)EMC 118 67 39 30 Dropped 40B in cap
9)T 81 22 3 -31
10)SUNW 75 36 43 26
11)ERICY 70 33 11 42
12)HWP 64 22 2 1
13)TXN 63 21 15 -18
14)NT 61 na 34 28
15)Q 61 81 9 1 PE too high for growth
16)QCOM 60 584 -10 18
17)DELL 60 28 27 11
18)ALA 49 41 26 23
19)JDSU 46 na 228 25
20)WCOM 45 11 15 -21
LU 43 na 26 -137
MOT 40 31 11 -2
AMAT 39 18 58 -16 big drop in earnings est
CPQ 37 67 10 22
VRTS 30 na 63 50
GLW 30 70 52 14
SEBL 27 327 110 101
JNPR 25 188 550 91
MU 25 16 15 -32 big drop in ests
CIEN 24 197 131 113
PCS 22 na 83 42
A 22 30 37 36
SLR 20 34 100 26
TLAB 20 27 42 29
CHKP 20 107 106 50
NXTL 19 na 50 144
BEAS 19 na 77 53
GMST 18 2623 -1 17 Seems high
BRCM 17 na 132 40
ADI 17 26 57 25
ITWO 15 na 115 41
YHOO 15 281 53 -23
GX 15 na 15 -17
FLEX 15 na 90 35
EBAY 13 283 81 82 seems high
NTAP 13 147 90 94
AMCC 13 na 213 43
PALM 12 210 102 64 big jump in estimates
ALTR 11 23 55 6
BRCD 11 191 339 120
VRSN 11 na 613 -19
LVLT 11 na 150 -84
VTSS 11 333 84 47 Seems high
EXDS 8.8 na 176 -27 big drop in growth
ADBE 8.7 32 26 17
PMCS 8.5 144 152 2 Big drop in growth
SFA 8.3 30 69 17
KLAC 7.9 22 73 -18
AMD 7.4 8 21 -17
ATML 6.8 26 47 51
XOXO 6.6 na 181 -50
WCG 6.6 na 80 -258
LSI 6.5 29 28 -5
AAPL 6.5 18 57 -105
SCMR 6.3 504 413 50
MERQ 6.3 112 62 33
SONS 6.3 na na 95 seems high
AMT 6.2 na 209 17
MFNX 6.2 na 383 -183
NVLS 6.0 24 121 22
ONIS 5.8 na 2147 78 seems high
ARBA 5.4 na 624 265
RBAK 5.3 na 339 92
JBL 5.3 32 63 26
CORV 4.9 na na 62 growth up, cap down
AMZN 4.8 na 43 31
QLGC 4.7 83 72 40
CMRC 4.6 na 1033 104
RMBS 4.5 na 190 121
TIBX 4.4 na 213 31 cap dropped in half
HAND 4.1 na 623 112
CNXT 4.1 na 19 -134 seems high
RIMM 3.7 1077 160 381
EXTR 3.4 167 163 95 seems cheap
FNSR 3.3 na 177 66
EMLX 2.8 58 111 27 cap dropped in half
RFMD 2.5 47 9 7 seems high
BVSN 2.4 na 212 43
WIND 2.3 na 37 51
NUFO 2.3 na 394 188 cap flat, growth up
AKAM 2.3 na 1279 50
ATHM 2.3 na 31 41
AVNX 2.3 na 637 163
STOR 1.9 na 577 31
PWER 1.8 42 109 40 seems cheap
NETE 1.7 780 345 520
FDRY 1.6 20 90 0 dropped half of cap
INKT 1.6 na 122 -29
VIGN 1.4 na 202 137 cap dropped in half
RNWK 1.3 na 34 -31
BKHM 1.2 na 454 51
INRG 1.2 84 48 na
AETH 1.1 na 537 -82
WFII 0.9 36 124 165

Dropped coverage
SAWS, SSTI, PRSF, MRVC, KOPN, BRZE, MTSN

Jack


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