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Technology Stocks : Semi Equipment Analysis

SOXX 302.84

+2.0%

Dec 2 4:00 PM EST

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To: James Calladine who started this subject	8/7/2002 6:37:03 PM
From: Gottfried	of 95515

bpndx increased by 1 to 26%. We added CEFT July17 ADRX ADRX ADRX ADRX ADRX ADRX ADRX AMCC AMCC AMCC AMCC AMCC AMCC AMCC AMCC AMCC ALTR ALTR ALTR AMCC AMCC AMCC AMCC AMGN AMGN AMGN AMGN AMGN AMGN AMGN AMGN AMGN AMCC AMCC AMCC AMZN AMZN AMGN AMGN CDWC CDWC AMZN AMZN AMZN AMZN AMZN AMZN AMZN AMZN AMZN AMZN BRCD BRCD BRCD CDWC CHKP CHIR CDWC CDWC CDWC CDWC BMET BMET BMET APOL APOL BRCD BRCM BRCM BRCM CHKP ESRX CHKP CEPH CEPH CEPH CEPH CDWC CDWC CDWC BRCD BRCD BRCM CEPH CEPH CHKP ESRX FLEX ESRX CHIR CHIR CHIR CHIR CEPH CEPH CEFT BRCM BRCM CEPH CHKP CHKP FLEX FLEX GENZ FLEX CHKP CHKP CHKP CHKP CHIR CHIR CEPH CEPH CEPH CHKP CSCO CSCO GILD GENZ GILD GENZ ESRX ESRX ESRX ESRX CHKP CHKP CHIR CHKP CHKP CSCO FLEX FLEX HGSI GILD HGSI GILD FLEX FLEX FLEX FLEX ESRX ESRX CHKP CSCO CSCO ESRX GILD GILD ICOS HGSI ICOS HGSI GENZ GENZ GENZ GENZ FLEX FLEX ESRX EBAY EBAY FLEX HGSI HGSI IDPH ICOS IDPH ICOS GILD GILD GILD GILD GENZ GENZ FLEX ERTS ERTS GILD ICOS ICOS INTC IDPH INTC IDPH HGSI HGSI HGSI HGSI GILD GILD GENZ FLEX ESRX HGSI IDPH IDPH JNPR INTC IVGN INTC ICOS ICOS ICOS ICOS HGSI HGSI GILD GILD FLEX ICOS INTC INTC KLAC IVGN JNPR IVGN IDPH IDPH IDPH IDPH ICOS ICOS HGSI HGSI GILD IDPH JNPR JNPR LNCR JNPR LNCR JNPR INTC INTC INTC IVGN IDPH IDPH ICOS ICOS HGSI INTC KLAC KLAC NXTL LNCR NXTL LNCR IVGN IVGN IVGN JNPR IVGN IVGN IDPH IDPH ICOS JNPR MXIM LNCR ORCL MEDI ORCL NXTL JNPR JNPR JNPR LNCR JNPR JNPR IVGN INTC IDPH KLAC NVLS MXIM PDLI NXTL PDLI ORCL LNCR LNCR LNCR MEDI LNCR LNCR JNPR JNPR INTC MXIM NXTL NXTL PSFT ORCL PSFT PDLI MEDI MEDI MEDI MLNM MEDI MEDI LNCR KLAC JNPR NVDA ORCL ORCL QCOM PDLI QCOM PSFT NXTL MLNM MLNM NXTL MLNM MLNM MEDI MXIM KLAC NVLS PDLI PDLI QLGC PSFT QLGC QCOM ORCL NXTL NXTL ORCL NXTL NXTL MLNM NVDA MXIM NXTL QCOM PSFT SEPR QCOM SEPR QLGC PDLI ORCL ORCL PDLI ORCL ORCL NXTL NVLS NVDA ORCL QLGC QCOM SPOT QLGC SPOT SEPR PSFT PDLI PDLI PSFT SIAL SIAL ORCL NXTL NVLS PDLI SEPR QLGC VRTS SEPR SYMC SIAL QCOM PSFT PSFT QCOM SPOT SPOT SIAL ORCL NXTL QCOM SPOT SEPR YHOO SPOT VRTS SPOT QLGC QCOM QCOM QLGC SYMC SYMC SPOT PDLI ORCL QLGC SYMC SPOT SYMC YHOO SYMC SIAL QLGC QLGC SIAL SYMC QCOM PDLI SEPR VRTS SYMC VRTS VRTS SPOT SIAL SIAL SPOT QLGC QCOM SPOT YHOO VRTS YHOO YHOO SYMC SPOT SPOT SYMC SEPR QLGC SYMC YHOO VRTS SYMC SYMC SPOT SEPR VRTS XLNX VRTS XLNX SYMC SPOT YHOO YHOO XLNX YHOO TMPW SYMC YHOO VRTS TMPW YHOO VRTS YHOO

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