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Technology Stocks : Semi Equipment Analysis

SOXX 312.76

+1.1%

Dec 8 4:00 PM EST

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To: James Calladine who started this subject	6/15/2004 9:25:11 PM
From: Gottfried	of 95536

bpNDX remains at 39% June01 June02 June03 June07 June08 June09 June10 June14 June15 AAPL AAPL AAPL AAPL ADBE ADBE ADBE AAPL AAPL AAPL ADBE AAPL AAPL ALTR ALTR ALTR ADBE ADBE ADBE ALTR ADBE ADBE AMZN AMZN AMZN ALTR ALTR ALTR AMZN ALTR ALTR APOL APOL APOL AMZN AMZN AMZN APOL AMZN AMZN BIIB BIIB BIIB APOL APOL BIIB BIIB APOL APOL BMET BMET BMET BIIB BIIB BMET BMET BIIB BIIB BRCM BRCM BRCM BMET BMET BRCM BRCM BMET BMET CECO CECO CECO BRCM BRCM CECO CECO BRCM BRCM CHKP CHKP CHKP CECO CECO CHKP CHKP CECO CECO CHRW CHRW CHRW CHKP CHKP CHRW CHRW CHKP CHKP COST COST COST CHRW CHRW COST COST CHRW CHRW CPWR CPWR CPWR COST COST CPWR CPWR COST COST CSCO CSCO CSCO CPWR CPWR CSCO CSCO CPWR CPWR DELL DELL DELL CSCO CSCO DELL DELL CSCO CSCO EBAY EBAY EBAY DELL DELL EBAY EBAY DELL DELL ERTS ERTS ERTS EBAY EBAY EXPD EXPD EBAY EBAY EXPD EXPD EXPD ERTS ERTS FAST FAST EXPD EXPD FAST FAST FAST EXPD EXPD FISV FISV FAST FAST FISV FISV FISV FAST FAST GILD GILD FISV FISV GILD GILD GILD FISV FISV IACI IACI GILD GILD IACI IACI IACI GILD GILD LAMR LAMR IACI IACI LAMR LAMR LAMR IACI IACI LNCR LNCR LAMR LAMR LNCR LNCR LNCR LAMR LAMR MERQ MERQ LNCR LNCR MERQ MERQ MERQ LNCR LNCR MSFT MSFT MERQ MERQ MSFT MSFT MSFT MERQ MERQ MXIM MXIM MSFT MSFT MXIM MXIM MXIM MSFT MSFT ORCL ORCL MXIM MXIM PDCO PDCO PDCO MXIM MXIM PETM PETM PETM PETM PETM PETM PETM PDCO PDCO PIXR PIXR PIXR PIXR PIXR PIXR PIXR PETM PETM RIMM RIMM RIMM RIMM RIMM RIMM RIMM PIXR PIXR ROST ROST ROST ROST ROST ROST ROST ROST ROST SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPOT SPOT SPOT SPOT SPOT SPOT SPOT SPOT SPOT TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO

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