Analysis of Asset Allocation

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AAA Selection: Computer Software and Services Sector
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Adobe Systems Incorporated - NASDAQ
Designs, develops and markets systems and application software which enables users to work with professional creative tools, assemble illustrations, images and text into fully formatted documents, output documents directly to any kind of printing device, and distribute documents on paper, video or compact disc, over an e-mail system, corporate network, on-line service, or the internet.

Aspen Technology, Inc. - NASDAQ
Provides software and service solutions used by companies in the process industries to design, operate and manage their manufacturing enterprises.

Clarus Corporation - NASDAQ
Provides wed-based commerce applications, focused on helping businesses manage operational resources, using web-technology to connect populations of employees, management and suppliers in a continuous planning, monitoring and control of resources.

Corel Corporation - NASDAQ
Develops, manufactures, licenses, sells and supports a wide range of software products including graphics, business productivity and consumer and video applications as well as network computers.

Electronic Arts Inc. - NASDAQ
Creates, markets and distributes interactive entertainment software for variety of hardware platforms; Produces film, videotape and recordings to include in its' products; And participates in joint venture agreements to develop and distribute entertainment software products in japan, and develop and publish children's entertainment and international entertainment titles as well as reference products.

Infogrames, Inc. - NASDAQ
Creates, publishes and/or distributes interactive entertainment, edutainment and value-priced consumer software for a variety of platforms on a world-wide basis.

Micrografx, Inc. - NASDAQ
Develops, markets and supports intelligent graphics software for process management, network design and enterprise graphics.

Microsoft Corporation - NASDAQ
Designs, develops, manufactures, licenses, sells and supports a wide range of software products, including operating systems for personal computers and servers, server applications for client/server environments, business and consumer productivity applications, interactive media programs, internet platform and development tools and related browser technologies, desktop finance products, systems software for non-personal computer devices and software for the creation of content for digital media productions; Produces children's software titles, games and information products; Produces relational database management applications; Participates through joint venture in a 24-hour cable news and information channel; Offers internet and other related on-line services, including value-added mail, chat, news and other content management services; And performs on-line service which enables consumers to experience the internet through their televisions via set-top terminals.

Novell, Inc. - NASDAQ
Provides directory-enabled, networking software, which gives businesses total control of their private networks and the internet, simplifying the management of user access and identity; And offers consulting, developer, education and technical support programs for the network computing industry.

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