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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

Dec 9 4:00 PM EST

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To: James Calladine who started this subject	8/9/2002 6:07:09 PM
From: Gottfried	of 95541

bpNDX increased from 26 to 28% today. Table starts 7/18/02 MSFT joined the 'buy' list yesterday 7/18 ADRX ADRX ADRX ADRX ADRX ADRX AMCC AMCC AMCC AMCC AMCC AMCC AMCC AMCC AMCC AMCC ABGX ALTR ALTR AMCC AMCC AMCC AMCC AMGN 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 AMGN AMZN AMZN BRCD BRCD BRCD CDWC CHKP CHIR CDWC CDWC CDWC CDWC BMET BMET BMET BMET AMZN APOL BRCD BRCM BRCM BRCM CHKP ESRX CHKP CEPH CEPH CEPH CEPH CDWC CDWC CDWC CDWC BGEN BRCD BRCM CEPH CEPH CHKP ESRX FLEX ESRX CHIR CHIR CHIR CHIR CEPH CEPH CEFT CEPH BMET BRCM CEPH CHKP CHKP FLEX FLEX GENZ FLEX CHKP CHKP CHKP CHKP CHIR CHIR CEPH CHIR CDWC CEPH CHKP CSCO CSCO GILD GENZ GILD GENZ ESRX ESRX ESRX ESRX CHKP CHKP CHIR CHKP CEPH CHKP CSCO FLEX FLEX HGSI GILD HGSI GILD FLEX FLEX FLEX FLEX ESRX ESRX CHKP ESRX CHIR CSCO ESRX GILD GILD ICOS HGSI ICOS HGSI GENZ GENZ GENZ GENZ FLEX FLEX ESRX FLEX CHKP EBAY FLEX HGSI HGSI IDPH ICOS IDPH ICOS GILD GILD GILD GILD GENZ GENZ FLEX GENZ ESRX ERTS GILD ICOS ICOS INTC IDPH INTC IDPH HGSI HGSI HGSI HGSI GILD GILD GENZ GILD FLEX ESRX HGSI IDPH IDPH JNPR INTC IVGN INTC ICOS ICOS ICOS ICOS HGSI HGSI GILD HGSI GENZ FLEX ICOS INTC INTC KLAC IVGN JNPR IVGN IDPH IDPH IDPH IDPH ICOS ICOS HGSI ICOS GILD GILD IDPH JNPR JNPR LNCR JNPR LNCR JNPR INTC INTC INTC IVGN IDPH IDPH ICOS IDPH HGSI HGSI INTC KLAC KLAC NXTL LNCR NXTL LNCR IVGN IVGN IVGN JNPR IVGN IVGN IDPH IVGN ICOS ICOS JNPR MXIM LNCR ORCL MEDI ORCL NXTL JNPR JNPR JNPR LNCR JNPR JNPR IVGN JNPR IDPH IDPH KLAC NVLS MXIM PDLI NXTL PDLI ORCL LNCR LNCR LNCR MEDI LNCR LNCR JNPR LNCR IVGN INTC MXIM NXTL NXTL PSFT ORCL PSFT PDLI MEDI MEDI MEDI MLNM MEDI MEDI LNCR MEDI JNPR JNPR NVDA ORCL ORCL QCOM PDLI QCOM PSFT NXTL MLNM MLNM NXTL MLNM MLNM MEDI MLNM LNCR KLAC NVLS PDLI PDLI QLGC PSFT QLGC QCOM ORCL NXTL NXTL ORCL NXTL NXTL MLNM MOLX MEDI MXIM NXTL QCOM PSFT SEPR QCOM SEPR QLGC PDLI ORCL ORCL PDLI ORCL ORCL NXTL MSFT MLNM NVDA ORCL QLGC QCOM SPOT QLGC SPOT SEPR PSFT PDLI PDLI PSFT SIAL SIAL ORCL NXTL MOLX NVLS PDLI SEPR QLGC VRTS SEPR SYMC SIAL QCOM PSFT PSFT QCOM SPOT SPOT SIAL ORCL MSFT NXTL QCOM SPOT SEPR YHOO SPOT VRTS SPOT QLGC QCOM QCOM QLGC SYMC SYMC SPOT SIAL NXTL ORCL QLGC SYMC SPOT SYMC YHOO SYMC SIAL QLGC QLGC SIAL SYMC SPOT ORCL PDLI SEPR VRTS SYMC VRTS VRTS SPOT SIAL SIAL SPOT SIAL QCOM SPOT YHOO VRTS YHOO YHOO SYMC SPOT SPOT SYMC SPOT QLGC SYMC YHOO VRTS SYMC SYMC SEPR VRTS XLNX VRTS XLNX SPOT YHOO YHOO XLNX YHOO SYMC YHOO TMPW VRTS YHOO

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