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Kiplinger's Personal Finance Magazine, June, 2000 by Fred W. Frailey
STOCKS | A way to play technology
THE `VIRTUAL ECONOMY PORTFOLIO'
Lehman Brothers investment strategist Jeffrey Applegate devised this 34-stock portfolio to reflect the strength of technology businesses. He recommends that investors emphasize the stocks involved in infrastructure, applications and services over those involved in e-commerce and what he calls "intermediary" activities. Prices are to April 17.
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RECENT PRICE/EARNINGS
PRICE RATIO(*)
Infrastructure
Brocade Communications (BRCD) $94 418
Broadcom (BRCM) 122 170
Cisco Systems (CSCO) 57 103
EMC (EMC) 110 76
Intel (INTC) 111 38
JDs Uniphase (JDSU) 80 184
Juniper Networks (JNPR) 158 1,053
Lucent (LU) 52 36
MCI Worldcom (WCOM) 38 20
Nextlink Communications (NXLK) 87 --
Qwest Communications (Q) 40 114
Redback Networks (RBAK) 56 320
Sun Microsystems (SUNW) 77 75
Tellabs (TLAB) 47 28
Applications and Services
Broadvision (BVSN) 30 346
Critical Path (CPTH) 49 --
Exodus Communications (EXDS) 86 --
InfoSpace (INSP) 49 --
Microsoft (MSFT) 74 41
Phone.com (PHCM) 56 --
Razorfish (RAZF) 16 67
RealNetworks (RNWK) 31 200
Scient (SCNT) 40 222
Siebel Systems (SEBL) 87 126
Verisign (VRSN) 98 426
Intermediary
Ariba (ARBA) 62 --
CMGI (CMGI) 52 --
Commerce One (CMRC) 66 --
Internet Capital Group (ICGE)(**) 39 --
Verticalnet (VERT) 28 --
E-Commerce
America Online (AOL) 55 128
EBay (EBAY) 140 389
Priceline.com (PCLN) 59 --
Yahoo! (YHOO) 116 297
5-YEAR EARNINGS
GROWTH (EST.)
Infrastructure
Brocade Communications (BRCD) 45%
Broadcom (BRCM) 47
Cisco Systems (CSCO) 30
EMC (EMC) 31
Intel (INTC) 19
JDs Uniphase (JDSU) 44
Juniper Networks (JNPR) 45
Lucent (LU) 21
MCI Worldcom (WCOM) 29
Nextlink Communications (NXLK) 40
Qwest Communications (Q) 37
Redback Networks (RBAK) 52
Sun Microsystems (SUNW) 20
Tellabs (TLAB) 29
Applications and Services
Broadvision (BVSN) 55
Critical Path (CPTH) 75
Exodus Communications (EXDS) 73
InfoSpace (INSP) 59
Microsoft (MSFT) 25
Phone.com (PHCM) 100
Razorfish (RAZF) 48
RealNetworks (RNWK) 54
Scient (SCNT) 57
Siebel Systems (SEBL) 41
Verisign (VRSN) 60
Intermediary
Ariba (ARBA) 57
CMGI (CMGI) 45
Commerce One (CMRC) 51
Internet Capital Group (ICGE)(**) --
Verticalnet (VERT) 50
E-Commerce
America Online (AOL) 55
EBay (EBAY) 64
Priceline.com (PCLN) 70
Yahoo! (YHOO) 56
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