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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: Gottfried who wrote (12663)	12/2/2003 7:26:45 PM
From: Gottfried	Read Replies (2) of 95572

bpNDX added one and is 75% [CEPH] Nov18 Nov19 Nov20 Nov21 Nov24 Nov25 Nov26 Nov28 Dec01 Dec02 AAPL AAPL ADBE AAPL AAPL ADBE ALTR AAPL ADBE ADBE ALTR AMAT ADBE ALTR ALTR AMAT APCC ALTR AMAT AMAT APCC APOL AAPL AMAT APCC APCC APOL BBBY AAPL ADBE AAPL AAPL APCC APOL APOL BBBY BEAS ADBE ALTR ADBE ADBE APOL BBBY BBBY BEAS BIIB AMAT AAPL AMAT ALTR ALTR BBBY BEAS BEAS BIIB BMET APCC ADBE APCC AMAT AMAT BEAS BIIB BIIB BMET BRCD APOL AMAT APOL APCC APCC BIIB BMET BMET BRCD BRCM BBBY APCC BBBY APOL APOL BMET BRCD BRCD BRCM CDWC BEAS APOL BEAS BBBY BBBY BRCD BRCM BRCM CDWC CEPH BMET BBBY BMET BEAS BEAS BRCM CDWC CDWC CHIR CHIR BRCD BEAS BRCD BMET BMET CDWC CHIR CHIR CHRW CHRW BRCM BMET BRCM BRCD BRCD CHIR CHRW CHRW CIEN CIEN CDWC BRCD CDWC BRCM BRCM CHRW CIEN CIEN CMCSA CMCSA CHIR BRCM CHIR CDWC CDWC CIEN CMCSA CMCSA CMVT CMVT CHRW CDWC CHRW CHIR CHIR CMCSA CMVT CMVT COST COST CIEN CHIR CIEN CHRW CHRW CMVT COST COST CPWR CPWR CMCSA CHRW CMCSA CIEN CIEN COST CPWR CPWR CSCO CSCO CMVT CIEN CMVT CMCSA CMCSA CPWR CSCO CSCO CTAS CTAS COST CMCSA COST CMVT CMVT CSCO CTAS CTAS CTXS CTXS CPWR CMVT CPWR COST COST CTAS CTXS CTXS DELL DELL CSCO COST CSCO CPWR CPWR CTXS DELL DELL ESRX ESRX CTAS CPWR CTAS CSCO CSCO DELL ESRX ESRX EXPD EXPD CTXS CSCO CTXS CTAS CTAS ESRX EXPD EXPD FAST FAST DELL CTAS DELL CTXS CTXS EXPD FAST FAST FLEX FLEX DLTR CTXS ESRX DELL DELL FAST FLEX FLEX GENZ GENZ ESRX DELL EXPD ESRX ESRX FLEX GENZ GENZ GILD GILD EXPD ESRX FAST EXPD EXPD GENZ GILD GILD GNTX GNTX FAST EXPD FLEX FAST FAST GILD GNTX GNTX HSIC HSIC FLEX FAST GILD FLEX FLEX GNTX HSIC HSIC ICOS ICOS GNTX FLEX GNTX GILD GILD HSIC ICOS ICOS INTC INTC HSIC GNTX HSIC GNTX GNTX ICOS INTC INTC IVGN IVGN ICOS HSIC ICOS HSIC HSIC INTC IVGN IVGN JDSU JDSU INTC ICOS INTC ICOS ICOS IVGN JDSU JDSU JNPR JNPR INTU INTC IVGN INTC INTC JDSU JNPR JNPR KLAC KLAC IVGN IVGN JDSU IVGN IVGN JNPR KLAC KLAC LAMR LAMR JDSU JDSU JNPR JDSU JDSU KLAC LAMR LAMR LLTC LLTC JNPR JNPR KLAC JNPR JNPR LAMR LLTC LLTC LNCR LNCR KLAC KLAC LAMR KLAC KLAC LLTC LNCR LNCR MCHP MCHP LAMR LAMR LLTC LAMR LAMR LNCR MCHP MCHP MOLX MOLX LLTC LLTC LNCR LLTC LLTC MCHP MOLX MOLX MSFT MSFT LNCR LNCR MCHP LNCR LNCR MOLX MSFT MSFT MXIM MXIM MCHP MCHP MLNM MCHP MCHP MSFT MXIM MXIM NTAP NTAP MLNM MLNM MOLX MOLX MOLX MXIM NTAP NTAP NVDA NVDA MOLX MOLX MSFT MSFT MSFT NTAP NVDA NVDA NVLS NVLS MSFT MSFT MXIM MXIM MXIM NVDA NVLS NVLS NXTL NXTL MXIM MXIM NTAP NTAP NTAP NVLS NXTL NXTL ORCL ORCL NTAP NTAP NVDA NVDA NVDA NXTL ORCL ORCL PAYX PAYX NVDA NVDA NVLS NVLS NVLS ORCL PAYX PAYX PCAR PCAR NVLS NVLS NXTL NXTL NXTL PAYX PCAR PCAR PDCO PDCO NXTL NXTL ORCL ORCL ORCL PCAR PDCO PDCO PETM PETM ORCL ORCL PAYX PAYX PAYX PDCO PETM PETM PIXR PIXR PAYX PAYX PDCO PDCO PDCO PETM PIXR PIXR PSFT PSFT PDCO PDCO PETM PETM PETM PIXR PSFT PSFT QCOM QCOM PETM PETM PIXR PIXR PIXR PSFT QCOM QCOM QLGC QLGC PIXR PIXR PSFT PSFT PSFT QCOM QLGC QLGC RFMD RFMD PSFT PSFT QCOM QCOM QCOM QLGC RFMD RFMD ROST ROST QCOM QCOM QLGC QLGC QLGC RFMD ROST ROST SANM SANM QLGC QLGC RFMD RFMD RFMD ROST SANM SANM SBUX SBUX RFMD RFMD ROST ROST ROST SANM SBUX SBUX SEBL SEBL ROST ROST SANM SANM SANM SBUX SEBL SEBL SIAL SIAL SANM SANM SBUX SBUX SBUX SEBL SNDK SNDK SNDK SNDK SBUX SBUX SEBL SEBL SEBL SNDK SPLS SPLS SPLS SPLS SEBL SEBL SPLS SPLS SPLS SPLS SPOT SPOT SPOT SPOT SPLS SPLS SPOT SPOT SPOT SPOT SSCC SSCC SSCC SSCC SPOT SPOT SSCC SSCC SSCC SSCC SYMC SYMC SYMC SYMC SSCC SSCC SYMC SYMC SYMC SYMC TEVA TEVA TEVA TEVA VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX .

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