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Technology Stocks : Semi Equipment Analysis

SOXX 296.92

+0.1%

Dec 1 4:00 PM EST

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To: James Calladine who started this subject	9/5/2002 7:12:55 PM
From: Gottfried	Read Replies (1) of 95501

bpNDX dropped to 37 from 38% yesterday Aug19 Aug20 Aug21 Aug22 Aug23 Aug26 Aug27 Aug28 Aug29 Aug30 Sept03 Sep04 Sep05 AAPL AAPL AAPL AAPL AAPL AAPL AAPL AAPL AAPL AAPL AAPL AAPL AAPL ABGX ABGX ABGX ABGX ABGX ABGX ABGX ABGX ABGX ABGX ABGX ABGX ADRX ADRX ADRX ADRX ADRX ADRX ADRX ADRX ADRX ADRX ADRX ADRX ADRX AMZN ALTR ALTR ALTR ALTR ALTR ALTR ALTR ALTR ALTR ALTR AMAT AMZN APOL AMCC AMCC AMAT AMAT AMAT AMAT AMAT AMAT AMAT AMAT AMZN APOL BBBY AMGN AMGN AMCC AMCC AMCC AMCC AMCC AMCC AMCC AMCC APOL BBBY BGEN AMZN AMZN AMGN AMGN AMGN AMGN AMGN AMGN AMGN AMGN BBBY BGEN BMET APOL APOL AMZN AMZN AMZN AMZN AMZN AMZN AMZN AMZN BGEN BMET CEFT BBBY BBBY APOL APOL APOL APOL APOL APOL APOL APOL BMET CEFT CHIR BGEN BGEN BBBY BBBY BBBY BBBY BBBY BBBY BBBY BBBY CEFT CHIR CHKP BMET BMET BGEN BGEN BGEN BGEN BGEN BGEN BGEN BGEN CHIR CHKP CMCSK BRCM BRCM BMET BMET BMET BMET BMET BMET BMET BMET CHKP CMCSK CSCO CDWC CDWC BRCM BRCM BRCM BRCM BRCM BRCM BRCM BRCM CMCSK CSCO CTAS CEFT CEFT CDWC CDWC CDWC CDWC CDWC CDWC CEFT CEFT CSCO CTAS DELL CEPH CEPH CEFT CEFT CEFT CEFT CEFT CEFT CHIR CHIR CTAS DELL DISH CHIR CHIR CEPH CEPH CEPH CEPH CEPH CEPH CHKP CHKP DELL DISH ERTS CHKP CHKP CHIR CHIR CHIR CHIR CHIR CHIR CMCSK CMCSK DISH ERTS ESRX CMCSK CMCSK CHKP CHKP CHKP CHKP CHKP CHKP CSCO CSCO EBAY ESRX FISV CSCO CSCO CMCSK CMCSK CMCSK CMCSK CMCSK CMCSK CTAS CTAS ERTS FISV FLEX DELL CTAS CSCO CSCO CSCO CSCO CSCO CSCO DELL DELL ESRX FLEX GENZ DISH DELL CTAS CTAS CTAS CTAS CTAS CTAS DISH DISH FISV GENZ GILD DLTR DISH DELL DELL DELL DELL DELL DELL DLTR DLTR FLEX GILD GMSTE EBAY DLTR DISH DISH DISH DISH DISH DISH EBAY EBAY GENZ GMSTE IDTI ERTS EBAY DLTR DLTR DLTR DLTR DLTR DLTR ERTS ERTS GILD IDTI INTU FISV ERTS EBAY EBAY EBAY EBAY EBAY EBAY ESRX ESRX GMSTE INTC IVGN FLEX FISV ERTS ERTS ERTS ERTS ERTS ERTS FISV FISV IDTI INTU JDSU GENZ FLEX FISV FISV ESRX ESRX ESRX ESRX FLEX FLEX IMCL IVGN JNPR GILD GENZ FLEX FLEX FISV FISV FISV FISV GENZ GENZ INTC JNPR LNCR GMST GILD GENZ GENZ FLEX FLEX FLEX FLEX GILD GILD INTU LNCR MERQ HGSI GMST GILD GILD GENZ GENZ GENZ GENZ GMSTE GMSTE IVGN MERQ MOLX ICOS HGSI GMST HGSI GILD GILD GILD GILD IDTI IDTI JNPR MOLX MSFT IDPH ICOS HGSI ICOS GMSTE GMSTE GMSTE GMSTE IMCL IMCL LNCR MSFT NTAP IDTI IDPH ICOS IDPH HGSI HGSI ICOS ICOS INTC INTC MERQ NTAP NXTL IMCL IDTI IDPH IDTI ICOS ICOS IDTI IDTI INTU INTU MOLX NXTL ORCL INTC IMCL IDTI IMCL IDPH IDTI IMCL IMCL IVGN IVGN MSFT ORCL SIAL INTU INTC IMCL INTC IDTI IMCL INTC INTC JNPR JNPR MXIM SIAL SNPS IVGN INTU INTC INTU IMCL INTC INTU INTU LLTC LLTC NTAP SNPS VRSN JNPR IVGN INTU IVGN INTC INTU IVGN IVGN LNCR LNCR NXTL VRSN KLAC JNPR IVGN JNPR INTU IVGN JNPR JNPR MERQ MERQ ORCL LLTC KLAC JNPR KLAC IVGN JNPR KLAC KLAC MOLX MOLX SIAL LNCR LLTC KLAC LLTC JNPR KLAC LLTC LLTC MSFT MSFT SNPS MEDI LNCR LLTC LNCR KLAC LLTC LNCR LNCR MXIM MXIM VRSN MERQ MEDI LNCR MEDI LLTC LNCR MEDI MEDI NTAP NTAP MLNM MERQ MEDI MERQ LNCR MEDI MERQ MERQ NVLS NVLS MOLX MLNM MERQ MLNM MEDI MERQ MLNM MLNM NXTL NXTL 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

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