(MONEY Magazine) – % TOTAL RETURN 3 1 3 MARKET MEASURES Level months year years[1]

S&P 500 1342.6 -3.0 -6.7 13.2 Nasdaq 2770.4 -19.0 -33.3 19.6 Russell 2000 488.1 1.8 -4.9 6.2 Morgan Stanley EAFE[2] 1481.7 1.9 -2.3 7.2 Dow Jones industrial average 10587.6 4.8 -6.4 13.1 Lehman Bros. aggregate bond index 839.6 4.0 13.4 6.3

HOTTEST AND COLDEST SECTORS

3-MONTH PRICE CHANGE Lodging/hotels 33.1% Electronic Instrumentation 33.0% Household furn//appliances 28.5% Commercial/consumer svcs. 27.8% Retail (department stores) 25.7% Retail (comp./electron.) -15.8% Semiconductor equipment -17.7% Computers (hardware) -20.8% Communications equipment -22.5% Computers (networking) -32.7%

S&P 500 RATIOS

P/E % yield Current 25.0 1.2 A year ago 32.8 1.2

% total return STOCK FUND AVERAGES 3 months 1 year 3 years[1]

U.S. diversified equity -3.6 -2.9 12.5 Large company -4.3 -4.3 12.7 Mid-size company -5.9 -1.8 15.6 Small company -1.1 2.1 11.3 Hybrid 0.7 3.4 8.4 Overseas -0.5 -13.9 9.1

BOND FUND AVERAGES

U.S. Government 3.7 12.3 5.6 Investment-grade corporate 3.7 9.8 5.0 High-yield corporate 1.7 -3.1 -0.8 Tax-exempt 4.3 10.9 3.8

% 3-mo. WIDELY HELD STOCKS return P/E Price

Cisco Systems (CSCO) -29.6 98.5 $40.38 General Electric (GE) -9.8 38.4 47.00 Lucent Technologies (LU) -9.0 55.6 20.56 Microsoft (MSFT) -6.4 35.9 61.00 Intel (INTC) -22.0 22.5 33.56 AT&T (T) -10.7 13.8 24.06 Pfizer (PFE) -4.4 65.7 41.38 AOL Time Warner (AOL) 15.5 99.6 53.80 Verizon Communications (VZ) 15.1 14.1 55.38 ExxonMobil (XOM) -9.7 18.9 79.44

BEST-PERFORMING STOCKS Rank/last ranking[3] % return P/E Price

3 MONTHS

1 -- Azurix (AZX) 129.8 -- $8.19 2 -- Great Plains Software (GPSI) 120.8 -- 66.25 3 -- Radio One (ROIA) 120.5 -- 16.81 4 -- Conseco (CNC) 108.3 -- 14.06 5 -- Carreker (CANI) 107.4 92.3 38.75 6 -- Compuware (CPWR) 99.0 22.7 12.25 7 -- Massey Energy (MEE) 90.6 11.1 15.50 8 -- Advanced Digital Information 89.5 15.8 26.06 (ADIC) 9 -- Allied Waste Industries (AW) 89.0 40.5 15.00 10 -- Bebe Stores (BEBE) 88.0 23.1 25.38

1 YEAR

1 -- Skechers USA A (SKX) 505.4 -- 21.19 2 7 OSI Pharmaceuticals (OSIP) 496.3 -- 59.63 3 -- Aeroflex (ARXX) 494.1 95.2 30.00 4 -- Inverness Medical Tech. (IMA) 467.4 1,471.9 29.44 5 -- Newport (NEWP) 350.7 171.5 105.13 6 -- Manhattan Associates (MANH) 317.2 82.3 39.50 7 -- Carreker (CANI) 307.9 92.3 38.75 8 -- Impath (IMPH) 270.3 64.6 43.63 9 -- Power-One (PWER) 264.4 101.2 45.25 10 -- Keithley Instruments (KEI) 258.3 53.3 58.88 3 YEARS[1]

1 5 Emulex (EMLX) 296.3 200.3 101.13 2 3 SDL (SDLI) 275.9 -- 222.50 3 1 Netegrity (NETE) 242.3 329.4 45.13 4 -- Applied Micro Circuits (AMCC) 239.8 368.1 86.50 5 7 Qlogic (QLGC) 192.6 130.9 83.75 6 -- TranSwitch (TXCC) 184.2 139.9 50.38 7 9 Calpine (CPN) 180.3 42.9 37.69 8 -- Newport (NEWP) 171.2 171.5 105.13 9 10 Network Appliance (NTAP) 164.7 293.5 67.31 10 -- Macrovision (MVSN) 161.1 415.4 70.63 HIGHEST-YIELDING DOW STOCKS % yield P/E Price

Philip Morris (MO) 4.7 12.0 $43.44 Eastman Kodak (EK) 4.3 7.6 40.88 General Motors (GM) 3.6 6.5 55.44 Caterpillar (CAT) 3.3 14.0 40.63 Du Pont (DD) 3.3 57.6 42.63 AT&T (T) 2.9 13.8 24.06 International Paper (IP) 2.9 25.5 34.69 ExxonMobil (XOM) 2.2 18.9 79.44 3M (MMM) 2.2 22.6 106.75 SBC Communications (SBC) 2.0 17.4 49.69

NOTES AND SOURCES: Unless otherwise noted, data are as of Jan. 19 from Morningstar, Chicago; 312-424-4288. Bond index data are from Lehman Bros., Dow Jones and Russell 2000 Market Measures and January Performance Update data are from Bloomberg. Hottest and Coldest Sectors and S&P 500 Ratios are from Standard & Poor's; ranking is limited to sectors with at least three companies. List of Widely Held Stocks is ranked by largest number of accounts at Merrill Lynch as of Dec. 29. Best-Performing Stocks are limited to companies with market capitalization of at least $500 million. P/Es are based on trailing 12 months' earnings. Stock prices are from Baseline. [1]Annualized. [2]Price change only. [3]Last ranking: Nov. 17.