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No. of Recommendations: 18
The latest Rule Maker report on "In Search of Rule 
Maker Industries" at http://www.fool.com/portfolios/rulemaker/rulemaker.htm
struck a chord with me because it confirmed some 
suspicions I've had for a while:
- Some industries have better Rule Maker 
characteristics than others and industry comparisons
should take a higher priority in the Rule Maker ranking
- Only a relative handful of industries can support 
Rule Makers
- An industry with one Rule Maker probably has others 
(particularly if you define industries with a little 
granularity)
- We could unearth some attractive Rule Maker 
companies if we looked at the industries represented 
on the current top Rule Maker list.

When you consider the Tier 1 and 2 Rule Maker 
companies there are less than 20 industries 
represented.  The following table, sorted by industry 
and market capitalization, should provide a very 
attractive universe of potential Rule Maker companies 
which could be winnowed even further by some basic 
screening of their underlying financial performance:

COMPANY          SYM   RM Industry             MC (mil)
Gap	         GPS   39 Apparel Stores         39,779
Intimate Brands	 IBI   43 Apparel Stores          9,233
Limited          LTD      Apparel Stores	  8,310
Nordstrom        JWN      Apparel Stores	  3,768
Talbots          TLB      Apparel Store	          1,838
Ross Stores      ROST     Apparel Stores	  1,792
Abercrombie      ANF   52 Apparel Stores	  1,625
Microsoft        MSFT  56 Application Software	578,206
Oracle           ORCL  46 Application Software	247,719
SAP              SAP   36 Application Software	 93,402
VERITAS Software VRTS  43 Application Software	 63,134
CA International CA       Application Software	 36,075
i2 Technologies  ITWO  40 Application Software	 27,360
Siebel Systems   SEBL  44 Application Software	 27,319
Commerce One     CMRC     Application Software	 16,163
Adobe Systems    ADBE  47 Application Software	 12,928
BMC Software     BMCS     Application Software	 12,895
Intuit           INTU  37 Application Software	 12,050
Novell           NOVL  37 Application Software	 10,829
Anheuser-Busch   BUD   47 Beverages - Brewers	 26,666
Diageo           DEO      Beverages - Brewers	 23,885
Kirin Brewery    KNBWY    Beverages - Brewers	 12,067
Coca-Cola        KO    41 Beverages - Softdrink	116,205
PepsiCo          PEP      Beverages - Softdrink	 47,545
Cadbury          CSG      Beverages - Softdrink	 13,933
Amgen            AMGN  50 Biotechnology	         55,847
Genentech        DNA      Biotechnology	         42,459
Immunex	         IMNX     Biotechnology	         33,421
MedImmune        MEDI     Biotechnology	         12,025
Biogen           BGEN  43 Biotechnology	         11,653
Ericsson	 ERICY 29 Communication Equip.  200,623
QUALCOMM         QCOM  45 Communication Equip.	103,403
Corning          GLW      Communication Equip.	 59,127
Tellabs          TLAB     Communication Equip.	 25,745
Hughes           GMH      Communication Equip.	 17,919
ADC Telecom      ADCT     Communication Equip.	 16,816
Scientific-Atl   SFA      Communication Equip.	 11,068
General Electric GE    47 Conglomerates	        522,306
Tyco             TYC      Conglomerates	         87,618
CBS              CBS      Conglomerates	         44,203
Honeywell        HON      Conglomerates	         39,458
Minnesota M&M    MMM      Conglomerates	         36,221
United Tech      UTX      Conglomerates	         27,053
EMC              EMC  49  Data Storage Devices	147,833
Network Appl     NTAP     Data Storage Devices	 30,457
Seagate          SEG      Data Storage Devices	 15,325
IBM              IBM  26  Diversified Computers	216,559
Sun Microsystems SUNW 50  Diversified Computers	175,133
Hewlett-Packard  HWP  28  Diversified Computers	142,375
JDS Uniphase     JDSU 45  Diversified Elec.	 94,371
Kyocera          KYO      Diversified Elec.	 27,263
TDK              TDK      Diversified Elect.	 15,658
Merck            MRK      Drug Manufacturers	144,343
Pfizer           PFE  34  Drug Manufacturers	135,010
Bristol-Myers    BMY  36  Drug Manufacturers	109,103
Glaxo Wellcome   GLX	  Drug Manufacturers	104,692
J&J              JNJ  32  Drug Manufacturers	100,815
Warner-Lambert   WLA      Drug Manufacturers	 79,909
AstraZeneca      AZN  35  Drug Manufacturers	 77,589
SmithKline       SBH      Drug Manufacturers	 75,015
American Home    AHP      Drug Manufacturers     68,550
Eli Lilly        LLY  47  Drug Manufacturers	 67,748
Schering-Plough  SGP  43  Drug Manufacturers	 53,224
Abbott Labs	 ABT  37  Drug Manufacturers	 51,944
Pharmacia&Upjohn PNU      Drug Manufacturers	 29,613
Aventis          AVE      Drug Manufacturers     23,740
America Online   AOL  47  Internet Inf Provider	161,720
Yahoo!           YHOO 56  Internet Inf Provider 102,137
InfoSpace.com    INSP     Internet Inf Provider	 16,929
Excite@Home      ATHM     Internet Inf Provider	 11,334
AT&T             T    28  Long Distance Carrier	187,726
MCI WorldCom     WCOM 42  Long Distance Carrier	121,057
Cisco            CSCO 56  Networking Devices	550,674
Sycamore         SCMR     Networking Devices	 35,352
3Com             COMS 31  Networking Devices	 22,937
Next Level       NXTV	  Networking Devices	 12,240
McDonald's       MCD      Restaurants	         47,136
TRICON Global    YUM      Restaurants	          4,418
Outback          OSSI 49  Restaurants	          2,418
Wendy's          WEN  42  Restaurants	          2,212
Darden           DRI      Restaurants	          1,938
Brinker          EAT      Restaurants	          1,710
Papa John's      PZZA 44  Restaurants	          1,014
Intel            INTC 54  Semiconductor - Broad	493,950
Texas InstrumentsTXN  42  Semiconductor - Broad 143,153
STMicroelectronicSTM	  Semiconductor - Broad  58,756
E-Tek Dynamics   ETEK     Semiconductor - Broad	 16,987
Conexant Systems CNXT     Semiconductor - Broad  16,066
Chartered        CHRT     Semiconductor - Broad  12,981
National Semi    NSM      Semiconductor - Broad	 11,263
Taiwan Semi      TSM      Semiconductor - ICs	 85,864
Broadcom         BRCM 50  Semiconductor - ICs	 48,529
PMC-Sierra       PMCS 48  Semiconductor - ICs    32,201
Maxim Integrated MXIM     Semiconductor - ICs    19,989
Applied Micro    AMCC     Semiconductor - ICs	 16,253
Vitesse Semi     VTSS     Semiconductor - ICs    14,334
SDL              SDLI     Semiconductor - ICs    13,683
RF Micro Devices RFMD     Semiconductor - ICs    12,789
Analog Devices   ADI      Semiconductor - Spec.  31,047
Xilinx           XLNX     Semiconductor - Spec.	 26,546
LSI Logic        LSI      Semiconductor - Spec.  24,863
Altera           ALTR     Semiconductor - Spec.  19,124
Linear Tech      LLTC 50  Semiconductor - Spec.  16,235
ARM Holdings     ARMHY    Semiconductor - Spec.  12,589
QLogic           QLGC     Semiconductor - Spec.  10,794
Starbucks        SBUX     Specialty Eateries	 7,089
Nokia            NOK  50  Wireless Comm.        259,677
China Telecom    CHL	  Wireless Comm.	109,266
Sprint PCS       PCS      Wireless Comm.	 61,153
Sonera           SNRA     Wireless Comm.	 55,503
Nextel           NXTL	  Wireless Comm.	 48,660
Telstra          TLS.PP	  Wireless Comm.	 36,669
VoiceStream      VSTR	  Wireless Comm.	 13,619

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