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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 (10099)	6/13/2003 7:57:55 PM
From: Gottfried	Read Replies (1) of 95530

bpNDX dropped 2 to 87% [LLTC ADBE] Jun02 Jun03 Jun04 Jun05 Jun06 Jun09 Jun10 Jun11 Jun12 Jun13 AAPL AAPL AAPL ADBE ADBE ADBE AAPL ALTR ALTR ALTR ADBE AAPL AMAT AMAT AMAT ALTR ADBE AAPL AMGN AMGN AMGN AMAT AMAT AAPL ADBE AMZN AMZN AMZN AMGN AMGN AMAT ALTR APCC APCC APCC AMZN AMZN AMGN AAPL AAPL AMAT APOL APOL APOL APCC APCC AMZN ADBE AAPL ADBE AMGN BBBY BBBY BBBY APOL APOL APCC ALTR ADBE ALTR AMZN BEAS BEAS BEAS BBBY BBBY APOL AMGN ALTR AMAT APCC BGEN BGEN BGEN BEAS BEAS BBBY AMZN AMGN AMGN APOL BMET BMET BMET BGEN BGEN BEAS APCC AMZN AMZN BBBY BRCD BRCD BRCD BMET BMET BGEN APOL APCC APCC BEAS BRCM BRCM BRCM BRCD BRCD BMET BBBY APOL APOL BGEN CEPH CEPH CEPH BRCM BRCM BRCD BEAS BBBY BBBY BMET CHIR CHIR CHIR CEPH CEPH BRCM BGEN BEAS BEAS BRCD CHKP CHKP CHKP CHIR CHIR CEPH BMET BGEN BGEN BRCM CHRW CHRW CHRW CHKP CHKP CHIR BRCD BMET BMET CEPH CIEN CIEN CIEN CHRW CHRW CHKP BRCM BRCD BRCD CHIR CMCSA CMCSA CMCSA CIEN CIEN CHRW CEPH BRCM BRCM CHKP CMVT CMVT CMVT CMCSA CMCSA CIEN CHIR CEPH CEPH CHRW COST COST COST CMVT CMVT CMCSA CHKP CHIR CHIR CIEN CPWR CPWR CPWR COST COST CMVT CHRW CHKP CHKP CMCSA CSCO CSCO CSCO CPWR CPWR COST CIEN CHRW CHRW CMVT CTAS CTAS CTAS CSCO CSCO CPWR CMCSA CIEN CIEN COST CTXS CTXS CTXS CTAS CTAS CSCO CMVT CMCSA CMCSA CPWR DELL DELL DELL CTXS CTXS CTAS COST CMVT CMVT CSCO DISH DISH DISH DELL DELL CTXS CPWR COST COST CTAS DLTR DLTR DLTR DISH DISH DELL CSCO CPWR CPWR CTXS ERICY ERICY ERICY DLTR DLTR DISH CTAS CSCO CSCO DELL ERTS ERTS ERTS ERICY ERICY DLTR CTXS CTAS CTAS DISH ESRX ESRX ESRX ERTS ERTS ERICY DELL CTXS CTXS DLTR FAST FAST FAST ESRX ESRX ERTS DISH DELL DELL EBAY FHCC FHCC FHCC FAST FAST ESRX DLTR DISH DISH ERICY FISV FISV FISV FHCC FHCC FAST EBAY DLTR DLTR ERTS FLEX FLEX FLEX FISV FISV FHCC ERICY EBAY EBAY ESRX GENZ GENZ GENZ FLEX FLEX FISV ERTS ERICY ERICY FAST GILD GILD GILD GENZ GENZ FLEX ESRX ERTS ERTS FHCC GNTX GNTX GNTX GILD GILD GENZ FAST ESRX ESRX FISV HGSI HGSI HGSI GNTX GNTX GILD FHCC FAST FAST FLEX HSIC HSIC HSIC HGSI HGSI GNTX FLEX FHCC FHCC GENZ ICOS ICOS ICOS HSIC HSIC HGSI GENZ FLEX FLEX GILD IDPH IDPH IDPH ICOS ICOS HSIC GILD GENZ GENZ GNTX INTC INTC INTC IDPH IDPH ICOS HGSI GILD GILD HGSI INTU INTU INTU INTC INTC IDPH HSIC HGSI HGSI HSIC IVGN IVGN IVGN INTU INTU INTC ICOS HSIC HSIC ICOS JDSU JDSU JDSU IVGN IVGN INTU IDPH ICOS ICOS IDPH JNPR JNPR JNPR JDSU JDSU IVGN INTC IDPH IDPH INTC KLAC KLAC KLAC JNPR JNPR JDSU INTU INTC INTC INTU LAMR LAMR LAMR KLAC KLAC JNPR IVGN INTU INTU IVGN LLTC LLTC LLTC LAMR LAMR KLAC JDSU IVGN IVGN JDSU LNCR LNCR LNCR LLTC LLTC LAMR JNPR JDSU JDSU JNPR MCHP MCHP MCHP LNCR LNCR LNCR KLAC JNPR JNPR KLAC MEDI MEDI MEDI MCHP MCHP MCHP LAMR KLAC KLAC LAMR MERQ MERQ MERQ MEDI MEDI MEDI LLTC LAMR LAMR LLTC MLNM MLNM MLNM MERQ MERQ MERQ MCHP LLTC LLTC MCHP MNST MNST MNST MLNM MLNM MLNM MEDI MCHP MCHP MEDI MOLX MOLX MOLX MNST MNST MNST MERQ MEDI MEDI MERQ MSFT MSFT MSFT MOLX MOLX MOLX MLNM MERQ MERQ MLNM MXIM MXIM MXIM MSFT MSFT MSFT MNST MLNM MLNM MNST NTAP NTAP NTAP NTAP NTAP NTAP MOLX MNST MNST MOLX NVDA NVDA NVDA NVDA NVDA NVDA MSFT MOLX MOLX MSFT NVLS NVLS NVLS NVLS NVLS NVLS MXIM MSFT MSFT MXIM NXTL NXTL NXTL NXTL NXTL NXTL NTAP MXIM MXIM NTAP ORCL ORCL ORCL ORCL ORCL ORCL NVDA NTAP NTAP NVDA PAYX PAYX PAYX PAYX PAYX PAYX NVLS NVDA NVDA NVLS PCAR PCAR PCAR PCAR PCAR PCAR NXTL NVLS NVLS NXTL PETM PETM PETM PETM PETM PETM ORCL NXTL NXTL ORCL PIXR PIXR PIXR PIXR PIXR PIXR PAYX ORCL ORCL PAYX PSFT PSFT PSFT PSFT PSFT PSFT PCAR PAYX PAYX PCAR PTEN PTEN PTEN PTEN PTEN PTEN PETM PCAR PCAR PETM QLGC QLGC QLGC QLGC QLGC QLGC PTEN PETM PETM PTEN ROST ROST ROST ROST ROST ROST QLGC PTEN PTEN QLGC RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY ROST QLGC QLGC ROST SANM SANM SANM SANM SANM SANM RYAAY ROST ROST SANM SBUX SBUX SBUX SBUX SBUX SBUX SANM SANM SANM SBUX SEBL SEBL SEBL SEBL SEBL SEBL SBUX SBUX SBUX SEBL SIAL SIAL SIAL SIAL SIAL SIAL SEBL SEBL SEBL SIAL SNPS SNPS SNPS SNPS SNPS SNPS SIAL SIAL SIAL SNPS SPLS SPLS SPLS SPLS SPLS SPLS SNPS SNPS SNPS SPLS SPOT SPOT SPOT SPOT SPOT SPOT SPLS SPLS SPLS SPOT SSCC SSCC SSCC SSCC SSCC SSCC SPOT SPOT SPOT SSCC SUNW SUNW SUNW SUNW SUNW SUNW SSCC SSCC SSCC SUNW SYMC SYMC 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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