The Daily Workshop Report
by Robert Sheard (TMF Sheard)

A number of readers, anxious to do some experimenting of their own with large-capitalization technology stocks, have asked me to provide a list of stocks to work with. I've taken the field of stocks from the hi-tech stocks included in the S&P 500. (For more details on the S&P 500, visit their web site.) The industry groups I've included in this survey are:

Communications Equipment
Computers (Hardware)
Computers (Networking)
Computers (Peripherals)
Computers (Software & Services)
Electronics (Semiconductors)
Equipment (Semiconductor)

From those groups in the S&P 500, here are the twenty largest companies, in descending order:

Microsoft (MSFT)
Intel (INTC)
Int'l Business Machines (IBM)
Hewlett-Packard (HWP)
Cisco Systems (CSCO)
Lucent Technologies (LU)
Motorola (MOT)
Oracle (ORCL)
Compaq Computer (CPQ)
Northern Telecom (NT)
Computer Associates (CA)
Texas Instruments (TXN)
Dell Computer (DELL)
Seagate Technology (SEG)
Applied Materials (AMAT)
EMC Corp. (EMC)
Tellabs (TLAB)
Micron Technology (MU)
3Com (COMS)
Advanced Micro Devices (AMD)

I'll update this list periodically. Let the game begin. Fool on!

Monthly Growth Screens
(Jan. 3 to present)
24.07%  Relative Strength  
11.71%  S&P 500 Index  
10.79%  Low Price/Sales  
-1.38%  YPEG Potential  
-4.47%  Investing for Growth  
-8.74%  Unemotional Growth  
-16.56%  EPS Plus RS  
-26.86%  Formula 90  

Annual Value Screens
(Jan. 1 to present)
13.95%  Dogs of the Dow  
12.56%  Dow Jones Ind Avg  
8.02%  Beating the S&P  
4.92%  Unemotional Value  
4.92%  Beating the Dow  
4.40%  Dow Combo  
-1.75%  Foolish Four