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Technology Stocks : Semi Equipment Analysis

SOXX 297.50

-2.6%

Nov 6 4:00 PM EST

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To: James Calladine who started this subject	9/13/2002 11:41:08 PM
From: Gottfried	Read Replies (2) of 95383

bpNDX dropped to 34% today from 37% Aug26 Aug27 Aug28 Aug29 Aug30 Sept03 Sep04 Sep05 Sep06 Sep09 Sep10 Sep11 Sep12 Sep13 AAPL AAPL AAPL AAPL AAPL AAPL AAPL AAPL AAPL AAPL AAPL AAPL AAPL AAPL ABGX ABGX ABGX ABGX ABGX ABGX ABGX ADRX ADRX ADRX ADRX ADRX ADRX ADRX ADRX ADRX ADRX ADRX ADRX ADRX ADRX AMZN AMZN AMZN AMZN AMZN AMZN AMZN ALTR ALTR ALTR ALTR ALTR AMAT AMZN APOL APOL APOL APOL APOL APOL APOL AMAT AMAT AMAT AMAT AMAT AMZN APOL BBBY BBBY BBBY BBBY BBBY BBBY BBBY AMCC AMCC AMCC AMCC AMCC APOL BBBY BGEN BGEN BGEN BGEN BGEN BGEN BGEN AMGN AMGN AMGN AMGN AMGN BBBY BGEN BMET BMET BMET BMET BMET BMET BMET AMZN AMZN AMZN AMZN AMZN BGEN BMET CEFT CEFT CEFT CEFT CEFT CEFT CEFT APOL APOL APOL APOL APOL BMET CEFT CHIR CHIR CHIR CHIR CHIR CHIR CHIR BBBY BBBY BBBY BBBY BBBY CEFT CHIR CHKP CHKP CHKP CHKP CHKP CHKP CHKP BGEN BGEN BGEN BGEN BGEN CHIR CHKP CMCSK CMCSK CMCSK CMCSK CMCSK CMCSK CMCSK BMET BMET BMET BMET BMET CHKP CMCSK CSCO CSCO CSCO CSCO CSCO CSCO CSCO BRCM BRCM BRCM BRCM BRCM CMCSK CSCO CTAS CTAS CTAS CTAS CTAS CTAS CTAS CDWC CDWC CDWC CEFT CEFT CSCO CTAS DELL DELL DELL DELL DELL DELL DELL CEFT CEFT CEFT CHIR CHIR CTAS DELL DISH DISH DISH DISH DISH DISH DISH CEPH CEPH CEPH CHKP CHKP DELL DISH ERTS ERTS ERTS ERTS ERTS ERTS ERTS CHIR CHIR CHIR CMCSK CMCSK DISH ERTS ESRX ESRX ESRX ESRX ESRX ESRX ESRX CHKP CHKP CHKP CSCO CSCO EBAY ESRX FISV FISV FISV FISV FISV FISV FISV CMCSK CMCSK CMCSK CTAS CTAS ERTS FISV FLEX FLEX FLEX FLEX FLEX FLEX FLEX CSCO CSCO CSCO DELL DELL ESRX FLEX GENZ GENZ GENZ GENZ GENZ GENZ GILD CTAS CTAS CTAS DISH DISH FISV GENZ GILD GILD GILD GILD GILD GILD GMSTE DELL DELL DELL DLTR DLTR FLEX GILD GMSTE GMSTE GMSTE GMSTE GMSTE GMSTE INTU DISH DISH DISH EBAY EBAY GENZ GMSTE IDTI IDTI IDTI IDTI IDTI IDTI IVGN DLTR DLTR DLTR ERTS ERTS GILD IDTI INTU INTU INTU INTU INTU INTU LNCR EBAY EBAY EBAY ESRX ESRX GMSTE INTC IVGN IVGN IVGN IVGN IVGN IVGN MERQ ERTS ERTS ERTS FISV FISV IDTI INTU JDSU JNPR JNPR JNPR JNPR JNPR MOLX ESRX ESRX ESRX FLEX FLEX IMCL IVGN JNPR LNCR LNCR LNCR LNCR LNCR MSFT FISV FISV FISV GENZ GENZ INTC JNPR LNCR MERQ MERQ MERQ MERQ MERQ NTAP FLEX FLEX FLEX GILD GILD INTU LNCR MERQ MOLX MOLX MOLX MOLX MOLX NXTL GENZ GENZ GENZ GMSTE GMSTE IVGN MERQ MOLX MSFT MSFT MSFT MSFT MSFT ORCL GILD GILD GILD IDTI IDTI JNPR MOLX MSFT NTAP NTAP NTAP NTAP NTAP QCOM GMSTE GMSTE GMSTE IMCL IMCL LNCR MSFT NTAP NXTL NXTL NXTL NXTL NXTL SIAL HGSI ICOS ICOS INTC INTC MERQ NTAP NXTL ORCL ORCL ORCL ORCL ORCL SNPS ICOS IDTI IDTI INTU INTU MOLX NXTL ORCL SIAL SIAL SIAL QCOM QCOM VRSN IDTI IMCL IMCL IVGN IVGN MSFT ORCL SIAL SNPS SNPS SNPS SIAL SIAL IMCL INTC INTC JNPR JNPR MXIM SIAL SNPS VRSN VRSN VRSN SNPS SNPS INTC INTU INTU LLTC LLTC NTAP SNPS VRSN VRSN VRSN INTU IVGN IVGN LNCR LNCR NXTL VRSN XLNX IVGN JNPR JNPR MERQ MERQ ORCL JNPR KLAC KLAC MOLX MOLX SIAL KLAC LLTC LLTC MSFT MSFT SNPS LLTC LNCR LNCR MXIM MXIM VRSN LNCR MEDI MEDI NTAP NTAP MEDI MERQ MERQ NVLS NVLS MERQ MLNM MLNM NXTL NXTL MLNM MOLX MOLX ORCL ORCL MOLX MSFT MSFT PSFT PSFT MSFT MXIM MXIM SIAL SIAL MXIM NTAP NTAP SNPS SNPS NTAP NVLS NVLS VRSN VRSN NVLS NXTL NXTL VRTS VRTS NXTL ORCL ORCL XLNX XLNX ORCL PSFT PSFT PSFT SIAL SIAL SIAL SNPS SNPS SNPS VRSN VRSN VRSN VRTS VRTS VRTS XLNX XLNX XLNX

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