No. of Recommendations: 37
Started 12/08/99 Revised: 01/28/00 Revised 03/03/00
This is the “A list” In no way is it comprehensive. This list was extracted from my stock watchlist started the beginning of 1999. Last months list is linked here. http://boards.fool.com/Message.asp?id=1330599002066000
I hope to update this list each month, highlighting the major events and adding new candidates as they come in. It may be easier to have printouts of the two lists to see the changes and the fast movers. Momentum is a big part of which stocks to choose. I still think market cap is one of the first things to look at when doing fundamental analysis. Ultimately, it is all about stellar earnings and growth. The Paradigm shift we are seeing is the rollout of the telecommunications infrastructure and network. Voice and data and video will be transmitted and seamlessly integrated with all other forms of communication and data transfer devices and protocols, transmitted through broadband fibre channels and satellites uplinks, to handheld devices, laptop notebooks, etc. powered by Gallium Arsenide chipsets.

Large Cap Gorillas, 100 billion and above in Market Cap. These are left to run unless something drastic happens to their fundamentals. This category makes good anchors and ballast for a portfolio, adding stability and value to ones long term port. This month CSCO, SUNW, NOK, ORCL and NT moved the most. CSCO is about to pass Microsoft as the largest company in the free world, it's market cap 106 billion higher than it was last month. Did I say 106 billion? GEEZ !! Not surprising, since they are more network based. AOL stayed the same, and QCOM got demoted out of this category into the under 100 billion, and DELL moves up. I think QCOM just has to bring their earnings and revenues in line with their “priced to perfection” market cap
MSFT	500B	511B		The grandfather of all business, the “big kahuna” so to speak
CSCO 470B 364B Networking everything internet
INTC 398B 327B The semi-conductor king for pc's and other stuff
NOK 253B 205B 183B The wireless gorilla for voice and data worldwide
ORCL 211B 146B Network software and systems integration
SUNW 171B 120B 118B Network Software and hardware, Java
NT 164B 132B 119B Data and telephone networks equipment manufacturer
AOL 141B 133B They better tell the market how they plan to merge with TWX
EMC 119B 109B 93B 80% of all storage devices
DELL 118B 96B the protégé real time business model of the world, computer

These are franchises that will likely make the 100 billion club soon. These are must have's and some usually can be added during the summer doldrums, while others it is just best to jump in because they never stop moving towards gorilla status. Look how many companies showed up here this month? JDSU moves to the top of this group as the leader, soon to be a gorilla. BRCM and SEBL made really nice moves too. NTAP shows up from two categories below after doubling this month. ARBA, PMCS double too. Darn nice moves in most of these !! Welcome ITWO, EXDS, PMCS, SEBL, NTAP, ARBA to this category.
JDSU	99.7B	60B	38B	fibre for the digital age
QCOM 93B 109B 69B TDMA and CDMA protocol and wireless
YHOO 83B 82B content, delivery, both vertical and horizontal.
AMAT 73.5B 51B 41B the only chip making machine company
SNRA 64B 49B telecommunication infrastructure
VRTS 57.6B 40B 26B open system data storage management solutions
PCS 50B 56B 58B LAN digital networks for wireless
BRCM 48B 29B 21B circuitry for broadband devices, and everything else too
CMGI 32.9B 27B 24B Um..internet venture funding, and everything in between
ARBA 31.7B 16B 10.6B B2B internet solutions
TRRA 30.5B 28B Spanish internet access
NTAP 30.4B 15B 12B storage parts and systems
SEBL 28.6B 18B 15B sales, marketing, and customer service apps
PMCS 27B 13B 7.2B semiconductors
EXDS 26.9B 22B 15B internet backbone
ITWO 26.2B 17B 9.9B supply chain management and B2B solutions

Welcome BVSN, BRCD, AMCC to the club on over 100% moves. VRSN, INSP, BEAS, INKT, CMRC, and ARMHY had real nice moves of 50% or more. Most of these are moving to be gorillas this year. ATHM got demoted to the next lower category.

25-15 billion market cap
VRSN	25.4B	17B		security services
INSP 25B 16B information content
AKAM 24B 24.6B
BVSN 21B 11B 9.5B large scale application enterprise solutions
BEAS 20B 13.6B cross platform middleware
CNXT 18.9B 17B communication electronics, joining the S&P 500 index
INKT 17.5B 11B 8.6B internet backbone
FDRY 17.2B 16.3B 16B networking products and switches
BRCD 17B 8.8B fibre channel switching for SAN's
CMRC 17B 13B 10B B2B auctions and solutions
ARM 16.3B 10B 11B RISC microprocessors
AMCC 16B 8B 5.3B high bandwidth silicon solutions

Welcome SDLI to the club on a nice 50% move. Welcome RFMD, and QLGC to the club on nice 100% moves !!

15-10 billion market cap
SDLI 	15.6B	10B	5.7B	fibre channel products, wanted by JDSU buyout
VIGN 15.6B 11.4B Customer research management
RFMD 14B 6B 5.0B radio frequency integrated circuits
BBY 12.3B 10B retail electronics
ATHM 12B 18B broadband DSL cable infrastructure and subscriptions
DCLK 11.5B 10B 8.1B internet advertising leader
QLGC 11.4B 6B 4.6B semi-conductor and I/O circuitry
RNWK 10.4B 13B 11B broadband streaming media, doing super bowl this year

Nice 2.5 bagger on XLA, and nice 1.5 bag on RIMM. AFFX and SIFY had great moves too, with SIFY being added to the list this month. Three of these stayed here and hardly moved, while three showed up outa nowhere!

10 – 7 BILLION market cap, pick one
PHCM	9.8B	8B	8.7B	internet based services for wireless
RIMM 9.6B 4.3B 2.9B wireless solutions
XLA 8.5B 3.7B 1.0B internet venture capitalists
KANA 8.4B 7B 5.0B communications software for e-businesses
AFFX 8.3B 5.8B 2.8B mapping the entire genome structures of the universe
SIFY 8.2B India's ISP, e-commerce and content provider
HLTH 7.6B 10.2B Health care automation

NAVI has been moving phenomenally so I added it to the list this month. Welcome SILK, KEYN, TQNT, RAZF and DIGL to the club on huge moves. Nice moves on EMLX and HLIT. Testimony to the semi's and wireless. So many doubles in such a short time!

7 – 3 Billion Market Cap, pick one
NAVI	6.9B			application and hosting mgmt
FMKT 6.9B 10B 7.9B industrial B2B auctions and procurement solutions
ISLD 6.9B 5B 5.1B corporate internet solutions
EMLX 6.7B 4.1B 3.1B fibre channel host adapters
CNET 4.9B 3.7B 4.8B content, information and e-commerce
HLIT 4.5B 3.2B 2.0B fibre channel swithces
TQNT 4.4B 2.8B semi-conductors for high standard RFIC's
MACR 4.3B 3.6B 3.6B software for the development of huge websites
SILK 3.9B 2.7B 2.2B internet software solutions for businesses
KEYN 3.6B 1.9B e-commerce customer relations and transactions
RAZF 3.4B 1.8B digital technologies solutions for businesses
DIGL 3.3B 1.5B diagnostic products for fibre optic networks

Welcome ILOG, LEAF and CYBR to the club on nice doubles. Also moving on ELON, PUMA, DSGX doubling. Maybe the rest of these will make their move this month? Thie next two categories are my favorite. Can you spot the next ten bagger in here?

3-1 billion market cap, pick one
AMTD	3.3B	3B	4.3B	Online broker.  This could include EGRP and SCH etc.
ELON 2.7B 1.3B open platform systems integration software
PUMA 2.6B 1.4B 1.1B mobile device management and synchronization
GNET 2.5B 2.5B 2.4B branded technology and community web sites
MPLX 2.4B 2.9B internet marketing and advertising solutions
OCCF 2.3B 1.6B fibre optic cables
MCOM 2.1B 2.3B wireless data communications solutions
ADAP 2.1B 2.0B wireless broadband data and telecommunication systems
DSGX 2.0B 1.1B supply chain management support software
FFIV 2.0B 2.2B 2.2B integrated internet traffic solutions
TTN 1.7B 2.2B 1.3B government communications and information solutions
BLSW 1.4B 1.7B 1.6B enterprise interaction management software
IDC 1.5B 1.5B developing third generation CDMA technology
ANCR 1.5B 1.3B 2.1B fibre channel products
ILOG 1.2B 666M 350M resource and data optimization services
LEAF 1.1B 626M E-publishing and E-content software solutions
CYBR 1.0B 560M integrated medical delivery services

Wow, nice ten bagger on SCON, eight bagger on CDTS , and five bagger on ISCO. Looks like RF Filter companies were hot. Nice doubles on IFCI and XYBR. Great moves on GWRX, DSTM, SBAS, IONN, ICOM and OPTK. Geez, I love those big moves!!

Under 1 billion market Cap
CRTJF				encryption security for wireless, a Canadian company
WILIF wireless protocol
PCCLF internet company
IFCI 877M 417M telecommunications equipment services
GWRX 823M 521M mobile device e-commerce and information services
MGIC 650M 637M enterprise client/server applications
LQID 630M 715M secure digital audio download software
DSTM 624M 402M industrial procurement services and support
XYBR 624M 308M mobile computer systems enhancement
SBAS 574M 436M IT support structures
NTCT 545M 756M application flow management solutions
IONN 536M 409M Network management and security products
SCON 516M RF Filters and superconductors, up 850%
NSATF 500M 505M 213M satellite systems and parts, and Direct TV
ICOM 411M 304M convergence of voice, data, and video networks
JCDA 408M 532M 355M existing host centric internet solutions for business
CDTS 389M RF Filters
SCII 289M 235M wireless multimedia and internet communication apps
RMKR 286M 447M customer relationship management solutions
ISCO 231M 48M RF Filters and superconductors for wireless
OPTK 230M 146M B2B electronic commerce solutions
SGAI 219M 219M mission critical solutions to marketing industry
ENON 165M 199M ISP in the UK with web development and content
INPT 77M 64M XML network personalizing software They grew 1300%

Hope you enjoyed your updated journey through my watchlist, and witnessing the phenomenal growth with me. Sorry about the formatting and page width. If anyone knows how to fix this for next month, let me know.

Caveat Emptor, as usual consume with the appropriate amount of salt.
Ted
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