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Internet Infrastructure


Google Inc. GOOG (GOOG)


Yahoo Inc. (YHOO)


Amazon.com Inc. (AMZN)


eBay Inc. (EBAY)



Microsoft Corp. (MSFT)


Apple Computer Inc. (AAPL)


Redhat Inc (RHT)


Novell Inc (NOVL)



VA Software Corp. (LNUX)


BEA Systems, Inc. (BEAS)
Service-Oriented Architecture (SOA)


Citrix Systems Inc .(CTXS)


SCO Group Inc.(SCOX)



International Business Machines Corporation (IBM)


Cisco Systems, Inc. (CSCO)


Hewlett-Packard Co. (HPQ)


Sun Microsystems Inc (SUNW)



Advanced Micro Devices Inc. (AMD)


Intel Corporation (INTC)


Motorola Inc (MOT)


Nvidia (NVDA)



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



VeriSign (VRSN)
Registry for the .com and .net and .org internet domains

**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)