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Technology Stocks : Semi Equipment Analysis

SOXX 309.36

+2.2%

Dec 3 4:00 PM EST

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To: James Calladine who started this subject	8/30/2002 6:43:17 PM
From: Gottfried	Read Replies (1) of 95520

bpNDX unchanged at 52% Aug12 Aug13 Aug14 Aug15 Aug16 Aug19 Aug20 Aug21 Aug22 Aug23 Aug26 Aug27 Aug28 Aug29 Aug30 ABGX ABGX ABGX ABGX AAPL AAPL AAPL AAPL AAPL AAPL AAPL AAPL AAPL AAPL AAPL AMCC AMCC AMCC AMCC ABGX ABGX ABGX ABGX ABGX ABGX ABGX ABGX ABGX ABGX ABGX AMGN AMGN AMGN AMGN AMCC ADRX ADRX ADRX ADRX ADRX ADRX ADRX ADRX ADRX ADRX AMZN AMZN AMZN AMZN AMGN ALTR ALTR ALTR ALTR ALTR ALTR ALTR ALTR ALTR ALTR BGEN BGEN BGEN APOL AMZN AMCC AMCC AMAT AMAT AMAT AMAT AMAT AMAT AMAT AMAT BMET BMET BMET BGEN APOL AMGN AMGN AMCC AMCC AMCC AMCC AMCC AMCC AMCC AMCC CDWC CDWC CDWC BMET BGEN AMZN AMZN AMGN AMGN AMGN AMGN AMGN AMGN AMGN AMGN CEPH CEPH CEPH CDWC BMET APOL APOL AMZN AMZN AMZN AMZN AMZN AMZN AMZN AMZN CHIR CHIR CHIR CEPH BRCM BBBY BBBY APOL APOL APOL APOL APOL APOL APOL APOL CHKP CHKP CHKP CHIR CDWC BGEN BGEN BBBY BBBY BBBY BBBY BBBY BBBY BBBY BBBY ESRX FLEX CSCO CHKP CEPH BMET BMET BGEN BGEN BGEN BGEN BGEN BGEN BGEN BGEN FLEX GENZ DELL CMCSK CHIR BRCM BRCM BMET BMET BMET BMET BMET BMET BMET BMET GENZ GILD FISV CSCO CHKP CDWC CDWC BRCM BRCM BRCM BRCM BRCM BRCM BRCM BRCM GILD HGSI FLEX DELL CMCSK CEFT CEFT CDWC CDWC CDWC CDWC CDWC CDWC CEFT CEFT HGSI ICOS GENZ DISH CSCO CEPH CEPH CEFT CEFT CEFT CEFT CEFT CEFT CHIR CHIR ICOS IDPH GILD ERTS DELL CHIR CHIR CEPH CEPH CEPH CEPH CEPH CEPH CHKP CHKP IDPH IVGN HGSI FISV DISH CHKP CHKP CHIR CHIR CHIR CHIR CHIR CHIR CMCSK CMCSK IVGN JNPR ICOS FLEX ERTS CMCSK CMCSK CHKP CHKP CHKP CHKP CHKP CHKP CSCO CSCO JNPR LLTC IDPH GENZ FISV CSCO CSCO CMCSK CMCSK CMCSK CMCSK CMCSK CMCSK CTAS CTAS LNCR LNCR IVGN GILD FLEX DELL CTAS CSCO CSCO CSCO CSCO CSCO CSCO DELL DELL MEDI MEDI JNPR HGSI GENZ DISH DELL CTAS CTAS CTAS CTAS CTAS CTAS DISH DISH MLNM MLNM LLTC ICOS GILD DLTR DISH DELL DELL DELL DELL DELL DELL DLTR DLTR MOLX MOLX LNCR IDPH HGSI EBAY DLTR DISH DISH DISH DISH DISH DISH EBAY EBAY MSFT MSFT MEDI IMCL ICOS ERTS EBAY DLTR DLTR DLTR DLTR DLTR DLTR ERTS ERTS NXTL NXTL MLNM IVGN IDPH FISV ERTS EBAY EBAY EBAY EBAY EBAY EBAY ESRX ESRX ORCL ORCL MOLX JNPR IDTI FLEX FISV ERTS ERTS ERTS ERTS ERTS ERTS FISV FISV SIAL SIAL MSFT LLTC IMCL GENZ FLEX FISV FISV ESRX ESRX ESRX ESRX FLEX FLEX SPOT SPOT NXTL LNCR INTC GILD GENZ FLEX FLEX FISV FISV FISV FISV GENZ GENZ XLNX ORCL MEDI IVGN GMST GILD GENZ GENZ FLEX FLEX FLEX FLEX GILD GILD SIAL MLNM JNPR HGSI GMST GILD GILD GENZ GENZ GENZ GENZ GMSTE GMSTE SPOT MOLX KLAC ICOS HGSI GMST HGSI GILD GILD GILD GILD IDTI IDTI XLNX MSFT LLTC IDPH ICOS HGSI ICOS GMSTE GMSTE GMSTE GMSTE IMCL IMCL MXIM LNCR IDTI IDPH ICOS IDPH HGSI HGSI ICOS ICOS INTC INTC NXTL MEDI IMCL IDTI IDPH IDTI ICOS ICOS IDTI IDTI INTU INTU ORCL MLNM INTC IMCL IDTI IMCL IDPH IDTI IMCL IMCL IVGN IVGN PSFT MOLX INTU INTC IMCL INTC IDTI IMCL INTC INTC JNPR JNPR SIAL MSFT IVGN INTU INTC INTU IMCL INTC INTU INTU LLTC LLTC VRTS MXIM JNPR IVGN INTU IVGN INTC INTU IVGN IVGN LNCR LNCR XLNX NVLS KLAC JNPR IVGN JNPR INTU IVGN JNPR JNPR MERQ MERQ NXTL LLTC KLAC JNPR KLAC IVGN JNPR KLAC KLAC MOLX MOLX ORCL LNCR LLTC KLAC LLTC JNPR KLAC LLTC LLTC MSFT MSFT PSFT MEDI LNCR LLTC LNCR KLAC LLTC LNCR LNCR MXIM MXIM SIAL MERQ MEDI LNCR MEDI LLTC LNCR MEDI MEDI NTAP NTAP SNPS MLNM MERQ MEDI MERQ LNCR MEDI MERQ MERQ NVLS NVLS VRTS MOLX MLNM MERQ MLNM MEDI MERQ MLNM MLNM NXTL NXTL XLNX MSFT MOLX MLNM MOLX MERQ MLNM MOLX MOLX ORCL ORCL MXIM MSFT MOLX MSFT MLNM MOLX MSFT MSFT PSFT PSFT NVLS MXIM MSFT MXIM MOLX MSFT MXIM MXIM SIAL SIAL NXTL NVLS MXIM NTAP MSFT MXIM NTAP NTAP SNPS SNPS ORCL NXTL NTAP NVLS MXIM NTAP NVLS NVLS VRSN VRSN PSFT ORCL NVLS NXTL NTAP NVLS NXTL NXTL VRTS VRTS SIAL PSFT NXTL ORCL NVLS NXTL ORCL ORCL XLNX XLNX SNPS SIAL ORCL PSFT NXTL ORCL PSFT PSFT VRTS SNPS PSFT SIAL ORCL PSFT SIAL SIAL XLNX VRTS SIAL SNPS PSFT SIAL SNPS SNPS XLNX SNPS VRSN SIAL SNPS VRSN VRSN VRSN VRTS SNPS VRSN VRTS VRTS VRTS XLNX VRSN VRTS XLNX XLNX XLNX VRTS XLNX XLNX

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