BUSINESSWEEK ONLINE : JULY 31, 2000 ISSUE
BUSINESSWEEK INVESTOR

Disruptive Companies


The following are the top five holdings of Christensen's new fund

                                52-WEEK
COMPANY/SYMBOL          PRICE*   HIGH     BUSINESS

PROCOM TECHNOLOGIES     $52.50  $89.75    Specialized data-storage
(PRCM)                                    computers called server
                                          appliances

BROADCOM (BRCM)         261.44  261.56    Silicon chips that send
                                          voice, data, and video over
                                          cable lines

VERITAS SOFTWARE (VRTS) 136.38  174.00    Data-storage management
                                          software

DIGEX (DIGX)             94.00  184.00    Manages Web operations for
                                          companies

EMC (EMC)                79.82   83.50    Computer data-storage
                                          systems


* July 17

DATA: BLOOMBERG FINANCIAL MARKETS, BUSINESS WEEK


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TABLE: Disruptive Companies



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