Google Inc. GOOG (GOOG)
Yahoo Inc. (YHOO)
Microsoft Corp. (MSFT)
Apple Computer Inc. (AAPL)
VA Software Corp. (LNUX)
BEA Systems, Inc. (BEAS) Service-Oriented Architecture (SOA)
International Business Machines Corporation (IBM)
Cisco Systems, Inc. (CSCO)
Advanced Micro Devices Inc. (AMD)
Intel Corporation (INTC)
InterNAP Network Services (INAP) IP Services Provider
Savvis Communications Corp (SVVS) IP Services Provider (15% RT)
NaviSite, Inc. (NAVI) IP Services Provider
Akamai Technologies (AKAM) Static, dynamic, streaming cache
Alcatel (ALU) Telecom equipment and services
Nortel Networks Corporation(NT) Telecom equipment and services
AT&T Inc. (T) Telecommunication Services
**partially based on the Internet Infrastructure HOLDRS (IIH , IAH : AMEX) of Merrill Lynch (baskets of stocks in a sector that trade as a single security)