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bernieg

08/12/03 11:07 AM

#9147 RE: hippocampus #9146

Hi Hippo,
Here is a list of the holdings of XLK. The top ten holdings represent a little over 60% of the total. Just an FYI
Microsoft Corp MSFT 15.16%
International BUSiness Machs IBM 7.86%
Intel Corp INTC 7.49%
Cisco Sys Inc CSCO 6.46%
Verizon Communications VZ 5.98%
Dell Computer Corp DELL 4.54%
Hewlett Packard Co HPQ 3.60%
SBC Communications Inc SBC 3.56%
Oracle Corp ORCL 3.49%
Bellsouth Corp BLS 2.73%
First Data Corp FDC 1.71%
Texas Instrs Inc TXN 1.69%
Qualcomm Inc QCOM 1.57%
Applied Materials Inc AMAT 1.47%
Emc Corp EMC 1.29%
At + T Wireless Svcs Inc AWE 1.25%
Motorola Inc MOT 1.22%
Automatic Data Processing Inc ADP 1.12%
Yahoo Inc YHOO 1.12%
Nextel Communications Inc NXTL 1.05%
At+T Corp T 0.85%
Alltel Corp AT 0.84%
Sun Microsystems Inc SUNW 0.84%
Computer Assoc Intl Inc CA 0.73%
Sprint Corp FON 0.73%
Analog Devices Inc ADI 0.72%
Veritas Software Corp VRTS 0.68%
Maxim Integrated Prods Inc MXIM 0.63%
Electronic Arts Inc ERTS 0.62%
Paychex Inc PAYX 0.61%
Electronic Data Sys Corp New EDS 0.58%
Linear Technology Corp LLTC 0.57%
Corning Inc GLW 0.55%
Agilent Technologies Inc A 0.52%
Intuit INTU 0.52%
Kla Tencor Corp KLAC 0.51%
Lexmark Intl Inc LXK 0.51%
Lucent Technologies Inc LU 0.49%
Xilinx Inc XLNX 0.49%
Xerox Corp XRX 0.48%
Qwest Communications Intl Inc Q 0.46%
Adobe Sys Inc ADBE 0.43%
Sungard Data Sys Inc SDS 0.42%
Apple Computer AAPL 0.41%
Broadcom Corp BRCM 0.41%
Computer Sciences Corp CSC 0.41%
Micron Technology Inc MU 0.41%
Concord Efs Inc CE 0.39%
Fiserv Inc FISV 0.38%
Altera Corp ALTR 0.37%
Symantec Corp SYMC 0.36%
Sprint Corp PCS 0.34%
Network Appliance Inc NTAP 0.32%
NovellUS Sys Inc NVLS 0.32%
Peoplesoft Inc PSFT 0.32%
Jds Uniphase Corp JDSU 0.30%
Centurytel Inc CTL 0.29%
Molex Inc MOLX 0.28%
Siebel Sys Inc SEBL 0.28%
Qlogic Corp QLGC 0.27%
Jabil Circuit Inc JBL 0.26%
Unisys Corp UIS 0.24%
Nvidia Corp NVDA 0.23%
Bmc Software Inc BMC 0.22%
Citizens Communications Co CZN 0.22%
National Semiconductor Corp NSM 0.22%
Scientific Atlanta Inc SFA 0.22%
Waters Corp WAT 0.22%
Citrix Sys Inc CTXS 0.21%
Mercury Interactive Corp MERQ 0.20%
Sanmina Sci Corp SANM 0.20%
Teradyne Inc TER 0.20%
Thermo Electron Corp TMO 0.20%
Sabre Hldgs Corp TSG 0.19%
Solectron Corp SLR 0.19%
Symbol Technologies Inc SBL 0.19%
Avaya Inc AV 0.18%
Comverse Technology Inc CMVT 0.18%
Short Term Invest Co N.A. 0.18%
Lsi Logic Corp LSI 0.16%
Tellabs Inc TLAB 0.16%
Ciena Corp CIEN 0.15%
Ncr Corp New NCR 0.15%
Advanced Micro Devices Inc AMD 0.14%
Compuware Corp CPWR 0.14%
Pmc Sierra Inc PMCS 0.14%
Applied Micro Circuits Corp AMCC 0.13%
Convergys Corp CVG 0.13%
Adc Telecommunications Inc ADCT 0.12%
Autodesk Incorporated ADSK 0.12%
Perkinelmer Inc PKI 0.12%
Tektronix Inc TEK 0.12%
Gateway Inc GTW 0.08%
Novell Inc NOVL 0.08%
Andrew Corp ANDW 0.06%
Parametric Technology Corp PMTC 0.06%
Money Mkt Obligs Tr POIXX 0.00%
Money Mkt Obligs Tr POIXX 0.00%
Money Mkt Obligs Tr POIXX 0.00%
US Dollar N.A. 0.00%



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The Grabber

08/12/03 8:38 PM

#9156 RE: hippocampus #9146

H....

You're Welcome! Anytime.

I also found Tom Veale's site helpful

I should hope so! Tom is 'The GURU' after all.

I think that I'd like to invest half of my stock in QCOM

Given your $ allocation, you could buy 45 shares @ today's close. I must say however that it would be a very 'lean' AIM program that would be expensive from a commission standpoint (PC=1667). If you want to reduce risk, I'd suggest an Exchange Traded Fund for the total $3333 instead. I'm assuming here that you've decided against LD-AIM.

QCOM is one of my LD-AIM holdings. I've had 1 Sell @ 36.40, 18% higher than my initial purchase price. That was exactly one month after that initial Buy. I've been waiting since June 19th for another transaction to trigger. Got close early last month, but will need to be patient (key to successful AIM-ing BTW.)

lately the prices are on the high side (compared to the 52 week high/low), and I think I'll wait until Sep/Oct comes around and see the situation.

Actually QCOM is showing relatively oversold right now per the Williams %R. But it might be OK to wait (they were up 2.5% today). I must say that you should set an entry point somehow, so that opportunity doesn't pass you by.

Regards, Steve
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The Grabber

08/12/03 9:09 PM

#9158 RE: hippocampus #9146

Hip:

I noticed that Bernie provided XLK's holdings. I see that they also hold QCOM.

Maybe you should just go with XLK. They are at a nice entry point now as well.

Regards, Steve
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jibes

08/12/03 9:24 PM

#9161 RE: hippocampus #9146

Hippocampi.

Good move, the market may just move down until Oct like it has for so long. Maybe not too far though! #:>

Jibes
TrendSeekers at:
http://jibes0.tripod.com/trendseeker.html