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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Gottfried who wrote (10067)	6/11/2003 7:53:25 PM
From: Gottfried	Read Replies (1) of 95531

bpNDX dropped one to 90% [MXIM] May29 May30 Jun02 Jun03 Jun04 Jun05 Jun06 Jun09 Jun10 Jun11 AAPL AAPL AAPL ADBE ADBE ADBE AAPL ALTR ALTR ALTR ADBE AMAT AMAT AMAT ALTR AAPL AMGN AMGN AMGN AMAT ADBE AMZN AMZN AMZN AMGN ALTR APCC APCC APCC AMZN AAPL AAPL AAPL AMAT APOL APOL APOL APCC ADBE ADBE AAPL ADBE AMGN BBBY BBBY BBBY APOL ALTR ALTR ADBE ALTR AMZN BEAS BEAS BEAS BBBY AMGN AMGN ALTR AMAT APCC BGEN BGEN BGEN BEAS AAPL AMZN AMZN AMGN AMGN APOL BMET BMET BMET BGEN ADBE APCC APCC AMZN AMZN BBBY BRCD BRCD BRCD BMET ALTR APOL APOL APCC APCC BEAS BRCM BRCM BRCM BRCD AMGN BBBY BBBY APOL APOL BGEN CEPH CEPH CEPH BRCM AMZN BEAS BEAS BBBY BBBY BMET CHIR CHIR CHIR CEPH APCC BGEN BGEN BEAS BEAS BRCD CHKP CHKP CHKP CHIR BBBY BMET BMET BGEN BGEN BRCM CHRW CHRW CHRW CHKP BEAS BRCD BRCD BMET BMET CEPH CIEN CIEN CIEN CHRW BGEN BRCM BRCM BRCD BRCD CHIR CMCSA CMCSA CMCSA CIEN BMET CEPH CEPH BRCM BRCM CHKP CMVT CMVT CMVT CMCSA BRCD CHIR CHIR CEPH CEPH CHRW COST COST COST CMVT BRCM CHKP CHKP CHIR CHIR CIEN CPWR CPWR CPWR COST CEPH CHRW CHRW CHKP CHKP CMCSA CSCO CSCO CSCO CPWR CHIR CIEN CIEN CHRW CHRW CMVT CTAS CTAS CTAS CSCO CHKP CMCSA CMCSA CIEN CIEN COST CTXS CTXS CTXS CTAS CHRW CMVT CMVT CMCSA CMCSA CPWR DELL DELL DELL CTXS CIEN COST COST CMVT CMVT CSCO DISH DISH DISH DELL CMCSA CPWR CPWR COST COST CTAS DLTR DLTR DLTR DISH CMVT CSCO CSCO CPWR CPWR CTXS ERICY ERICY ERICY DLTR COST CTAS CTAS CSCO CSCO DELL ERTS ERTS ERTS ERICY CPWR CTXS CTXS CTAS CTAS DISH ESRX ESRX ESRX ERTS CSCO DELL DELL CTXS CTXS DLTR FAST FAST FAST ESRX CTAS DISH DISH DELL DELL EBAY FHCC FHCC FHCC FAST CTXS DLTR DLTR DISH DISH ERICY FISV FISV FISV FHCC DELL EBAY EBAY DLTR DLTR ERTS FLEX FLEX FLEX FISV DISH ERICY ERICY EBAY EBAY ESRX GENZ GENZ GENZ FLEX DLTR ERTS ERTS ERICY ERICY FAST GILD GILD GILD GENZ EBAY ESRX ESRX ERTS ERTS FHCC GNTX GNTX GNTX GILD ERTS FAST FAST ESRX ESRX FISV HGSI HGSI HGSI GNTX ESRX FHCC FHCC FAST FAST FLEX HSIC HSIC HSIC HGSI FAST FLEX FLEX FHCC FHCC GENZ ICOS ICOS ICOS HSIC FHCC GENZ GENZ FLEX FLEX GILD IDPH IDPH IDPH ICOS FLEX GILD GILD GENZ GENZ GNTX INTC INTC INTC IDPH GENZ HGSI HGSI GILD GILD HGSI INTU INTU INTU INTC GILD HSIC HSIC HGSI HGSI HSIC IVGN IVGN IVGN INTU HGSI ICOS ICOS HSIC HSIC ICOS JDSU JDSU JDSU IVGN HSIC IDPH IDPH ICOS ICOS IDPH JNPR JNPR JNPR JDSU ICOS INTC INTC IDPH IDPH INTC KLAC KLAC KLAC JNPR IDPH INTU INTU INTC INTC INTU LAMR LAMR LAMR KLAC INTC IVGN IVGN INTU INTU IVGN LLTC LLTC LLTC LAMR INTU JDSU JDSU IVGN IVGN JDSU LNCR LNCR LNCR LLTC IVGN JNPR JNPR JDSU JDSU JNPR MCHP MCHP MCHP LNCR JDSU KLAC KLAC JNPR JNPR KLAC MEDI MEDI MEDI MCHP JNPR LAMR LAMR KLAC KLAC LAMR MERQ MERQ MERQ MEDI KLAC LLTC LLTC LAMR LAMR LLTC MLNM MLNM MLNM MERQ LAMR MCHP MCHP LLTC LLTC MCHP MNST MNST MNST MLNM LLTC MEDI MEDI MCHP MCHP MEDI MOLX MOLX MOLX MNST MEDI MERQ MERQ MEDI MEDI MERQ MSFT MSFT MSFT MOLX MERQ MLNM MLNM MERQ MERQ MLNM MXIM MXIM MXIM MSFT MLNM MNST MNST MLNM MLNM MNST NTAP NTAP NTAP NTAP MNST MOLX MOLX MNST MNST MOLX NVDA NVDA NVDA NVDA MSFT MSFT MSFT MOLX MOLX MSFT NVLS NVLS NVLS NVLS MXIM MXIM MXIM MSFT MSFT MXIM NXTL NXTL NXTL NXTL NTAP NTAP NTAP MXIM MXIM NTAP ORCL ORCL ORCL ORCL NVDA NVDA NVDA NTAP NTAP NVDA PAYX PAYX PAYX PAYX NVLS NVLS NVLS NVDA NVDA NVLS PCAR PCAR PCAR PCAR NXTL NXTL NXTL NVLS NVLS NXTL PETM PETM PETM PETM ORCL ORCL ORCL NXTL NXTL ORCL PIXR PIXR PIXR PIXR PAYX PAYX PAYX ORCL ORCL PAYX PSFT PSFT PSFT PSFT PCAR PCAR PCAR PAYX PAYX PCAR PTEN PTEN PTEN PTEN PETM PETM PETM PCAR PCAR PETM QLGC QLGC QLGC QLGC PTEN PTEN PTEN PETM PETM PTEN ROST ROST ROST ROST QLGC QLGC QLGC PTEN PTEN QLGC RYAAY RYAAY RYAAY RYAAY ROST ROST ROST QLGC QLGC ROST SANM SANM SANM SANM RYAAY RYAAY RYAAY ROST ROST SANM SBUX SBUX SBUX SBUX SANM SANM SANM SANM SANM SBUX SEBL SEBL SEBL SEBL SBUX SBUX SBUX SBUX SBUX SEBL SIAL SIAL SIAL SIAL SEBL SEBL SEBL SEBL SEBL SIAL SNPS SNPS SNPS SNPS SIAL SIAL SIAL SIAL SIAL SNPS SPLS SPLS SPLS SPLS SNPS SNPS SNPS SNPS SNPS SPLS SPOT SPOT SPOT SPOT SPLS SPLS SPLS SPLS SPLS SPOT SSCC SSCC SSCC SSCC SPOT SPOT SPOT SPOT SPOT SSCC SUNW SUNW SUNW SUNW SSCC SSCC SSCC SSCC SSCC SUNW SYMC SYMC SYMC SYMC TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA USAI USAI USAI USAI USAI USAI USAI USAI USAI USAI VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO

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