The InfoTeck 100/99/9
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The Information Technology 100

KEY TO INDUSTRIES Comp = Computers and peripherals, INet = Internet companies, Netw = Networking, Semi = Semiconductors, Svcs = Services, resellers and distributors, Soft = Software, TelE = Telecom equipment, TelS = Telecom services
FOOTNOTES * Has agreed to be acquired. ** Total return is based on less than one year of data because IPO occurred since May 14, 1998.


1 AMERICA ONLINE (AOL) INet U.S. 4191.0 42 59.7 68 22.3 38 470.9 13 625.0
The online service giant has the magic formula to attract 17 million subscribers and the electronic-commerce merchants that go after them.
2 DELL COMPUTER (DELL) Comp U.S. 19859.0 15 45.4 86 56.4 6 73.0 72 1589.0
Look out, Compaq, the mighty Dell is poised to become the top supplier of commercial PCs.
3 SOLECTRON (SLR) Svcs U.S. 6818.4 31 56.7 73 18.2 51 141.2 44 234.5
Outsourcing 'R' Us: This top-drawer contract manufacturer helped pioneer this booming business and is setting future trends.
4 VODAFONE GROUP (VOD) TelS Britain 4922.7 37 38.9 101 108.6 2 80.9 68 960.4
British wireless star agreed to buy AirTouch and will be the biggest cellular company in the world. Next big acquisition could be Germany's Mannesmann.
5 CISCO SYSTEMS (CSCO) Netw U.S. 10952.0 26 39.8 98 19.0 48 127.6 50 1943.7
The king of networking dominates nearly every corner of the business--from Internet routers to new combo voice/data switches.
6 EMC (EMC) Comp U.S. 4273.3 41 35.8 105 24.1 32 131.2 47 867.9
As the amount of computer data stored by corporations grows, so does the leader in enterprise storage.
7 MCI WORLDCOM (WCOM) TelS U.S. 24357.0 11 203.5 19 -3.4 136 98.8 62 -1534.0
With the largest Net backbone in the world and the second-biggest U.S. long-distance business, MCI WorldCom is on a roll. Now, it needs a wireless strategy.
8 INKTOMI (INKT) * INet U.S. 39.9 177 325.3 9 19.5 46 1233.3 2 -24.2
Starting as a search engine in 1996, it now provides large Web sites and storefronts software to handle huge amounts of Internet traffic.
9 SUN MICROSYSTEMS (SUNW) Comp U.S. 11092.7 25 17.3 153 20.6 42 203.7 31 909.2
The king of Unix and creator of Java, Sun will have to hold off Microsoft's assault on its computer workstation and server markets.
10 MICROSOFT (MSFT) Soft U.S. 17217.0 20 26.0 133 27.9 27 72.9 73 6940.0
Upgrades to Office and Windows NT will drive the company forward, but Web-driven changes in computing plus ongoing legal headaches might slow the train.
11 LEXMARK INTERNATIONAL GROUP (LXK) Comp U.S. 3135.5 50 21.4 141 52.5 7 103.2 56 261.3
Who says all the good printers come from HP? This Lexington (Ky.) company is on the cutting edge of printer technology.
12 NOKIA (NOK) TelE Finland 9649.0 28 13.0 164 32.1 19 132.4 45 1191.9
The Finnish giant is leaving Motorola and Ericsson in the dust while coming out with a flashy new phone every month. But it still needs a boost in Net technology.
13 TELLABS (TLAB) TelE U.S. 1802.3 65 40.4 96 29.4 22 69.2 76 433.8
Telecom convergence reigns. So this maker of equipment connecting digital and analog networks is poised for further growth.
14 QUANTA COMPUTER * Comp Taiwan 1587.0 73 48.6 84 74.0 3 44.1 102 282.0
One of Dell's favored suppliers in notebook PCs, this contract manufacturer has picked up clients IBM and Apple and expects continued sales growth.
15 IBM (IBM) Comp U.S. 84366.0 1 7.0 186 37.3 13 91.4 64 6762.0
Forget mainframes and PCs. These days, the computer giant is all about the Net.
16 COMVERSE TECHNOLOGY (CMVT) TelE U.S. 696.1 109 42.4 92 29.2 23 130.1 48 111.5
A leader in the field of automating call centers and help desks cashes in on push by firms to improve customer service.
17 FLEXTRONICS INTERNATIONAL (FLEX) Svcs U.S. 1807.6 64 62.4 64 11.1 95 126.1 51 51.5
Fast-growing contract manufacturer has acquired its way to the upper rung of job shops for hire.
18 QWEST COMMUNICATIONS (QWST) TelS U.S. 2944.0 52 267.5 16 -18.9 153 114.2 53 -832.6
The upstart telco gained customers by acquiring LCI International and is developing services to fill the pipes of its leading-edge network.
19 LUCENT TECHNOLOGIES (LU) TelE U.S. 32750.0 4 16.0 156 22.4 37 64.3 79 2025.0
After splitting from AT&T, the telecom-equipment maker has been soaring. Its next challenge: Grabbing a piece of the data-networking business.
20 AIRTOUCH COMMUNICATIONS (ATI) TelS U.S. 5649.0 32 52.0 77 8.3 107 99.0 61 850.0
Few believed a cellular pure play could thrive on its own, but AirTouch's success attracted buyer Vodaphone in 1999.
21 NTT DOCOMO * TelS Japan 25986.0 9 18.7 146 21.3 40 61.9 82 1706.0
The Pied Piper of Japanese wireless services, this provider is now leading the way in developing a third-generation cellular phone system.
22 JABIL CIRCUIT (JBL) Svcs U.S. 1568.5 74 30.4 118 20.0 44 143.2 42 58.6
Mega-profitable contract manufacturer is thriving on the fast growth of its networking customers such as Cisco.
23 EBAY (EBAY) INet U.S. 75.4 167 577.8 5 8.9 104 932.6 4 8.1
By bringing auctions to the Web masses, the online flea market aims to become a global bazaar that rivals the largest Internet superstores.
24 QUALCOMM (QCOM) TelE U.S. 3675.1 43 37.7 102 4.8 120 314.0 19 51.7
Develops and markets a key digital wireless technology, and aims to apply it to PDAs and satellite systems.
25 HIKARI TSUSHIN * TelS Japan 1538.7 76 26.6 130 16.5 63 429.6 16 60.0
Small and agile, this wireless provider is way ahead of the big guys with its investment in Internet-based services for cellular-phone users.
26 CELESTICA (CLS) * Svcs Canada 3592.3 44 58.8 69 -0.6 131 142.9 43 -7.2
Formerly IBM Canada, this freestanding outfit has become a giant in contract manufacturing, boosted by a crackerjack staff and Canada's low dollar.
27 BRITISH TELECOMMUNICATIONS (BTY) TelS Britain 30346.1 5 15.5 158 19.3 47 60.7 83 3671.7
Britain's top telco is aggressively expanding in Europe and Asia, and with new partner AT&T it has just acquired 30% of Japan Telecom.
28 ORACLE (ORCL) Soft U.S. 8296.5 29 24.2 137 34.9 17 36.4 112 1165.2
Software-database maker is well positioned as the world moves more toward the Web and E-business.
29 ASUSTEK COMPUTER Comp Taiwan 1160.0 88 48.9 83 46.0 9 32.0 115 384.0
Top-tier quality and reliability have helped this motherboard maker net big profits. Now it's diversifying into notebook PCs and CD-ROMs.
30 AMERITRADE HOLDING (AMTD) INet U.S. 228.6 152 94.0 49 11.5 94 1263.2 1 23.6
New marketing campaigns have this online brokerage growing faster than the competition.
31 CAP GEMINI Svcs France 4613.1 38 28.6 121 63.6 4 15.7 134 473.0
Worldwide consulting-services firm gets a big boost from clients seeking to fix Y2K bugs.
32 TELSTRA (TLS.P) TelS Australia 10730.0 27 8.2 176 41.3 11 60.3 85 2834.0
It's a full-service domestic and international telecommunications giant Down Under, and the Australian government wants to sell off its two-thirds stake.
33 HON HAI PRECISION INDUSTRY Comp Taiwan 1250.0 84 55.3 74 39.0 12 19.9 130 178.0
Sales to Compaq and others have kept this maker of connectors and "bare-bones" computer cases growing at a healthy clip.
34 AMERITECH (AIT) * TelS U.S. 17476.0 19 7.4 182 35.2 14 55.8 88 3846.0
This Baby Bell has agreed to be acquired by SBC Communications, but regulators worry the combination would hurt competition.
35 YAHOO! (YHOO) INet U.S. 258.7 151 186.5 22 5.7 115 423.5 17 38.8
With 50 million registered users, Yahoo! has plenty to yahoo about. Not only is it the Net's most popular destination for information but it also makes money.
36 ARIMA COMPUTER * Comp Taiwan 969.0 99 73.7 59 49.0 8 12.5 143 83.0
As goes Compaq, so goes Arima. This one-client, one-product company has ridden the wave of Compaq's success with its Presario line.
37 NETWORK SOLUTIONS (NSOL) INet U.S. 115.3 158 116.9 41 13.1 84 217.9 28 14.0
Soon to lose its monopoly, it's likely to remain a leader in the business of doling out dot.com, dot.org, and other domain names on the Web.
38 SBC COMMUNICATIONS (SBC) TelS U.S. 29239.0 6 7.8 181 31.1 21 42.8 103 4213.0
The Texas telecom giant has become the most profitable of the Baby Bells, but now it's facing increased competition
39 CABLE & WIRELESS (CWP) TelS Britain 11737.9 23 18.0 149 41.6 10 21.2 129 2159.5
British telecom company is looking to expand into Asia--but is likely bait for France Telecom or Deutsche Telekom.
40 AMAZON.COM (AMZN) INet U.S. 816.2 104 272.5 15 -226.8 186 767.4 7 -175.8
No longer just an online bookseller, the Web superstore has added music, gifts, auctions, and more to offer "Earth's biggest selection."
41 GIGABYTE TECHNOLOGY * Comp Taiwan 364.0 145 62.5 63 58.0 5 45.2 101 42.0
You may never see this company's product, but folks who know computer motherboards trust it as one of the best.
42 CMGI (CMGI) INet U.S. 120.5 157 62.2 65 12.7 87 780.8 6 87.0
Part Internet mutual fund, part Web-based direct marketer, CMGI is a monster hit with day traders--and counts Microsoft and Fidelity among its largest investors.
43 INTEL (INTC) Semi U.S. 27375.0 8 11.2 170 27.5 28 37.3 109 6794.0
The world's largest microprocessor company dominates the PC industry, but now it's looking for growth elsewhere.
44 CNET (CNET) INet U.S. 66.3 170 78.7 56 13.6 78 495.2 12 31.3
Want to know what laptop to buy or the latest techie news? CNET's combo of online and television programming spells it out.
45 U S WEST (USW) * TelS U.S. 12551.0 22 8.0 177 159.9 1 28.2 117 1471.0
This innovative Baby Bell serving 14 Western states has taken the radical step of merging with tiny Global Crossing.
46 COMPUWARE (CPWR) Soft U.S. 1638.4 70 43.8 89 32.4 18 13.9 140 349.9
Software industry veteran's products help companies build software applications and keep them humming.
47 GATEWAY (GTW) Comp U.S. 7843.4 30 18.8 145 26.2 30 26.3 118 370.1
CEO Theodore W. Waitt and his top brass have moved from South Dakota to mansions in San Diego--and have expanded their Country Stores retail network.
48 SAP (SAP) Soft Germany 5052.0 36 51.0 79 28.0 26 -23.8 184 627.0
The German power rules enterprise software, but it's taking a Y2K hit as customers postpone big installations. It's also playing catch-up on the Web.
49 L-3 COMMUNICATIONS HOLDINGS (LLL) * TelE U.S. 1126.0 92 53.6 76 7.3 112 131.5 46 37.2
Need secure communications? This is where the military and major airlines go.
50 BELLSOUTH (BLS) TelS U.S. 23670.0 12 12.0 167 22.6 36 36.7 111 3250.0
Thanks to high-growth markets, a strong wireless business, and expansion in Latin America, the last independent Baby Bell is still on its own. But for how long?
51 MINDSPRING ENTERPRISES (MSPG) INet U.S. 154.9 155 141.5 30 2.7 124 304.1 21 6.4
With 1.2 million subscribers, MindSpring is one of the leading Internet Service Providers and, as a bonus, it's profitable.
52 ASCEND COMMUNICATIONS (ASND) * Netw U.S. 1683.0 67 42.7 90 1.6 125 107.3 54 36.8
The high-flying maker of specialized gear for moving Internet traffic agreed to be gobbled up by Lucent for $20 billion.
53 ALLTEL (AT) TelS U.S. 5378.1 34 15.6 157 14.6 68 68.6 77 524.5
As the bigger telecom players unload their rural assets, Alltel has built a $5 billion-a-year business selling phone service to small towns, farms, and ranches.
54 SPRINT FON GROUP (FON) TelS U.S. 16297.4 21 7.3 185 16.9 59 72.1 74 1590.4
As competitors merge, the perennial No.3 long-distance carrier is trying to go it alone. Bet on the company being acquired soon.
55 CENTURYTEL (CTL) TelS U.S. 1619.6 72 50.8 80 14.5 69 26.0 119 232.2
Rural telecom may seem dull, but CenturyTel's small-town customers are buying enough Internet, caller ID, and cell phones to create double-digit revenue growth.
56 PEROT SYSTEMS (PER) Svcs U.S. 1053.9 96 27.5 125 17.4 56 83.6 67 47.6
After imposing a heavy dose of cost-cutting at his technology-services namesake, legendary founder Ross Perot pulled off a successful IPO.
57 TELECOM ARGENTINA (TEO) TelS Argentina 3446.0 45 61.0 67 14.2 70 -4.5 164 369.0
This savvy Italian-French consortium runs the phone system in vast northern Argentina.
58 E*TRADE GROUP (EGRP) INet U.S. 349.9 148 73.5 60 -1.8 134 816.3 5 -17.8
This online stock brokerage, which just bought Web bank Telebanc Financial Corp., aims to be the No.1 online financial service.
59 TELE DANMARK (TLD) TelS Denmark 5373.1 35 24.3 136 21.5 39 14.9 137 630.8
Playing in one of Europe's most competitive markets, this Danish phone company is cutting costs while staking out positions in the rest of Europe.
60 FRONTIER (FRO) * TelS U.S. 2636.4 53 8.5 175 17.3 57 86.4 66 183.5
The Rochester (N.Y.) phone company, with local and long-distance operations, is being acquired by Global Crossing.
61 RATIONAL SOFTWARE (RATL) Soft U.S. 411.8 140 32.6 113 20.1 43 103.1 57 59.2
Want to build the next gee-whiz application? You'll likely need Rational's development tools to help.
62 GTE (GTE) * TelS U.S. 25467.0 10 6.7 189 35.0 15 13.7 141 3262.0
The local-phone company with operations scattered throughout the U.S. wants to merge with Bell Atlantic. Regulators are giving the deal a hard look.
63 FRANCE TELECOM (FTE) TelS France 28762.5 7 10.5 171 13.5 79 45.3 100 2683.6
Its global partnership with Deutsche Telekom hit the skids when DT courted Telecom Italia. Now FT's Michel Bon needs to come up with a new strategy in a hurry.
64 TECH DATA (TECD) Svcs U.S. 11529.0 24 63.4 62 13.3 81 -33.9 190 129.0
A leading distributor of computer hardware and software products to retailers and direct marketers.
65 DOUBLECLICK (DCLK) INet U.S. 89.3 162 133.3 33 -14.6 150 463.5 14 -20.7
This Silicon Alley star serves up billions of ads across a network of 7,400 Web sites.
66 LYCOS (LCOS) INet U.S. 109.4 159 144.4 29 -10.0 142 210.5 29 -37.4
Traffic has grown impressively for this Internet portal, but how long can it survive without a partner now that Barry Diller's USA Networks has dropped its acquisition offer?
67 REALNETWORKS (RNWK) INet U.S. 75.9 165 95.2 48 -7.5 138 521.7 11 -6.2
This streaming-media software company has been spinning deals recently to turn PCs into Internet jukeboxes.
68 AT HOME (ATHM) INet U.S. 67.4 169 443.1 8 -22.7 159 234.5 26 -131.1
Expect big things from this provider of high-speed Net access over cable lines since it acquired Excite and AT&T bought a controlling stake.
69 INFOSPACE.COM (INSP) * INet U.S. 13.5 191 451.3 7 -10.4 143 252.5 24 -9.8
This wheeler-dealer Internet company packages and sells information to other Web sites while promoting its own site.
70 BROADVISION (BVSN) INet U.S. 59.3 173 85.9 51 7.6 110 192.9 34 7.5
One of the few profitable E-business companies, it makes software that personalizes transactions and information.
71 NINTENDO Soft Japan 4455.0 39 27.8 124 13.2 82 22.4 124 697.0
Pokemon, Zelda, and Mario keep this company a perennial player in the video-game business.
72 VERISIGN (VRSN) INet U.S. 47.9 175 159.7 27 -10.5 146 243.8 25 -17.0
Its software helps companies, Web sites, and consumers make sure their data can't be stolen by hackers and thieves.
73 CHINA TELECOM (HONG KONG) (CHL) TelS Hong Kong 1863.2 63 49.6 82 9.1 101 21.5 127 596.1
Other Chinese-owned "red chips" listed in Hong Kong are going belly-up, but this operator of cellular networks is one of Beijing's strongest publicly-traded companies.
74 XOOM.COM (XMCM) * INet U.S. 11.9 193 615.9 4 -22.8 161 404.5 18 -13.1
The Internet direct marketer will soon become part of General Electric's NBC network, with Xoom CEO Chris Kitze leading NBC's new Internet unit.
75 BROADCAST.COM (BCST) * INet U.S. 30.0 179 138.1 31 -27.1 166 1211.1 3 -16.7
The pioneer Internet broadcaster became a hit and is being acquired by Yahoo!
76 EXODUS COMMUNICATIONS (EXDS) INet U.S. 75.7 166 324.3 10 NM 188 438.3 15 -75.3
It pioneered the Web farm, and in seven data centers around the nation, it now hosts the Web sites of hundreds of companies.
77 NEXTEL COMMUNICATIONS (NXTL) TelS U.S. 2183.4 57 128.5 36 NM 188 45.6 98 -1571.4
MCI WorldCom wasn't willing to pay the price for this wireless-service provider. Still, it's growing like crazy.
78 ELECTRONICS FOR IMAGING (EFII) Comp U.S. 468.2 132 33.0 111 13.8 74 98.2 63 58.8
Helps turn color copiers into networked devices that produce photographic-quality images.
79 TELEGLOBE (TGO) TelS Canada 2070.9 60 41.7 94 8.9 102 21.5 125 128.5
This international long-distance powerhouse is busy wiring the world, stretching high-tech cables across the globe to carry surging Internet traffic.
80 AFFILIATED COMPUTER SERVICES (ACS) Svcs U.S. 1524.8 77 37.1 104 13.8 75 21.3 128 80.6
With its large and diverse customer base, ACS is cashing in on the boom in business-process outsourcing.
81 HEALTHEON (HLTH) * INet U.S. 56.6 174 166.9 25 -65.7 177 612.5 10 -62.9
Yet another Jim Clark hit. This one uses the Net to connect insurers, doctors, and patients to deep-six bureaucracy and inefficiencies.
82 NOVELL (NOVL) Soft U.S. 1117.7 93 26.4 132 7.7 109 124.9 52 116.8
The networking software maker is on the comeback trail, with popular new products and a visionary leader.
83 BENCHMARK ELECTRONICS (BHE) Semi U.S. 562.6 120 57.3 71 12.3 89 41.2 106 17.7
This contract electronics manufacturer is beefing up through acquisitions.
84 VERIO (VRIO) INet U.S. 154.6 156 194.5 20 -68.5 178 194.6 33 -138.7
Helps small and midsize firms set up corporate Web sites.
85 GENERAL INSTRUMENT (GIC) TelE U.S. 2090.0 59 17.9 150 7.6 111 80.6 69 143.8
Maker of cable set-top boxes now offers video, audio, and high-speed Net and data services over cable and satellites. Will it cash in big on the digital era?
86 BMC SOFTWARE (BMCS) Soft U.S. 1303.9 82 32.3 114 27.4 29 -5.2 166 364.3
With several major acquisitions, this software maker reaches beyond its core mainframe business into products that help manage computer networks.
87 DASSAULT SYSTEMES (DASTY) Soft France 510.7 127 51.6 78 34.9 16 -11.4 171 108.6
France's star in computer-aided design. Its software is a hit with auto makers, but now the challenge is to push more applications onto the Web.
88 INGRAM MICRO (IM) Svcs U.S. 23609.2 13 30.6 117 15.0 66 -44.5 196 227.1
The Internet retailer's secret friend, this giant distributor provides warehousing, shipping, and services for the computer industry.
89 PSINET (PSIX) INet U.S. 320.0 149 127.3 37 NM 188 305.1 20 -291.4
The last of the independent Internet backbone providers is a tempting buy for a phone carrier in search of faster growth.
90 HELLENIC TELECOMMUNICATIONS (OTE) TelS Greece 3347.8 48 15.0 160 19.9 45 12.5 144 757.0
Greek near-monopoly is racing to upgrade creaky network--before competition arrives in two years.
91 ERICSSON (L.M.) TELEPHONE (ERICY) TelE Sweden 23558.0 14 7.3 184 20.7 41 0.4 159 1492.9
Swedish telecom giant, bruised by Nokia battering, is restructuring--and casting about for an Internet strategy.
92 MAXIM INTEGRATED PRODUCTS (MXIM) Semi U.S. 602.7 117 15.4 159 24.0 33 54.0 90 192.8
Makes so-called analog chips that translate sound, light, pressure, and temperature into digital form.
93 TAIWAN SEMICONDUCTOR MFG. (TSM) Semi Taiwan 1449.0 79 14.3 163 17.6 54 42.4 104 458.0
Not just a chip off the old block. This pioneer of the semiconductor foundry business is reinventing itself with advanced chip-design services.
94 ALLAIRE (ALLR) INet U.S. 24.3 181 132.2 34 -22.8 160 229.4 27 -10.2
Many Web page designers swear by Allaire's Cold Fusion software, which smooths out the bumps of getting a Web site up and running.
95 KEANE (KEA) Svcs U.S. 1131.1 91 44.1 88 25.9 31 -38.6 192 103.7
Who you gonna call to fix that Year 2000 problem? Keane's phone keeps ringing, but it's also plotting a post-Y2K expansion into E-business services.
96 TELEPHONE & DATA SYSTEMS (TDS) TelS U.S. 1921.1 62 30.6 116 0.0 129 46.6 97 0.6
A holding company with rural roots, this telecom haymaker bundles wireline and wireless operations.
97 EARTHWEB (EWBX) * INet U.S. 6.8 198 508.5 6 -28.9 169 197.3 32 -14.3
Connects vendors, developers, and techies via its network of sites devoted to technology.
98 SAPIENT (SAPE) Svcs U.S. 191.1 154 81.5 53 5.6 117 62.4 81 9.3
By helping big companies sort out their technology strategies, Sapient has broken into the top rank of services.
99 COMPAL ELECTRONICS Comp Taiwan 1150.0 89 28.5 122 23.0 34 -0.5 160 159.0
When it comes to notebook design, companies like Dell and Hewlett-Packard leave the details to Compal's crack engineers.
100 GO2NET (GNET) INet U.S. 10.2 194 221.8 17 NM 188 758.7 8 -1.2
Investor Paul Allen pumped $300 million into this network of Web communities--and now he's getting it cable-ready.


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