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Technology Stocks : Semi Equipment Analysis

SOXX 303.84

+1.3%

Dec 22 4:00 PM EST

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To: James Calladine who started this subject	11/11/2002 7:28:08 PM
From: Gottfried	Read Replies (1) of 95627

bpNDX is 67% today Oct18 Oct21 Oct22 Oct23 Oct24 Oct25 Oct28 Oct29 Oct30 Oct31 Nov01 Nov04 Nov05 Nov06 Nov07 Nov08 Nov11 ADBE ADBE ADBE ADBE ADBE ADBE ADBE ADBE ADBE ADBE AAPL AAPL AAPL AAPL AAPL AAPL AAPL AMAT AMAT AMAT AMAT AMAT AMAT AMAT AMAT AMAT ADRX ADBE ADBE ADBE ADBE ADBE ADBE ADBE AMGN AMGN AMGN AMGN AMGN AMGN AMGN AMGN AMGN AMAT ADRX ADRX ADRX ADRX ADRX ADRX ADRX AMZN AMZN AMZN AMZN AMZN AMZN AMZN AMZN AMZN AMGN AMAT ALTR ALTR ALTR ALTR ALTR ALTR APOL APOL APOL APOL APOL APOL APOL APOL APOL AMZN AMGN AMAT AMAT AMAT AMAT AMAT AMAT BGEN BGEN BBBY BBBY BBBY BBBY BBBY BBBY BBBY APOL AMZN AMGN AMGN AMGN AMZN AMZN AMZN BMET BMET BEAS BEAS BEAS BEAS BEAS BEAS BEAS BBBY APOL AMZN AMZN AMZN BBBY BBBY BBBY CDWC CDWC BGEN BGEN BGEN BGEN BGEN BGEN BGEN BEAS BBBY BBBY BBBY BBBY BEAS BEAS BEAS CEPH CEFT BMET BMET BMET BMET BMET BMET BMET BGEN BEAS BEAS BEAS BEAS BGEN BGEN BGEN CHIR CEPH CDWC CDWC CDWC CDWC CDWC CDWC CDWC BMET BGEN BGEN BGEN BGEN BMET BMET BMET COST CHIR CEFT CEFT CEFT CEFT CEFT CEFT CEFT CDWC BMET BMET BMET BMET BRCM BRCM BRCM CPWR COST CEPH CEPH CEPH CEPH CEPH CEPH CEPH CEFT CDWC BRCM BRCM BRCM CDWC CDWC CDWC CTAS CPWR CHIR CHIR CHIR CHIR CHIR CHIR CHIR CEPH CEFT CDWC CDWC CDWC CEPH CEPH CEPH DELL CTAS COST COST COST COST COST COST COST CHIR CEPH CEFT CEFT CEFT CHIR CHIR CHIR ERTS DELL CPWR CPWR CPWR CPWR CPWR CPWR CPWR COST CHIR CEPH CEPH CEPH CMCSK CMCSK CMCSK ESRX EBAY CTAS CTAS CTAS CTAS CTAS CTAS CTAS CPWR COST CHIR CHIR CHIR COST COST COST GENZ ERTS DELL DELL DELL DELL DELL DELL DELL CTAS CPWR COST CMCSK CMCSK CPWR CPWR CPWR GILD ESRX EBAY DISH DISH DISH DISH DISH DISH DELL CTAS CPWR COST COST CSCO CSCO CSCO HGSI FLEX ERTS EBAY EBAY EBAY EBAY EBAY EBAY DISH DELL CSCO CPWR CPWR CTAS CTAS CTAS IDPH GENZ ESRX ERICD ERICD ERICD ERICD ERICD ERICD EBAY DISH CTAS CSCO CSCO DELL DELL DELL INTC GILD FLEX ERTS ERTS ERTS ERTS ERTS ERTS ERICD EBAY DELL CTAS CTAS DISH DISH DISH INTU HGSI GENZ ESRX ESRX ESRX ESRX ESRX ESRX ERTS ERICD DISH DELL DELL EBAY EBAY EBAY KLAC IDPH GILD FLEX FLEX FLEX FLEX FLEX FLEX ESRX ERTS EBAY DISH DISH ERICD ERICD ERICD LLTC INTC HGSI GENZ GENZ GENZ GENZ GENZ GENZ FLEX ESRX ERICD EBAY EBAY ERTS ERTS ERTS LNCR INTU IDPH GILD GILD GILD GILD GILD GILD GENZ FLEX ERTS ERICD ERICD ESRX FLEX FLEX MCHP KLAC INTC HGSI HGSI HGSI HGSI IDPH IDPH GILD GENZ ESRX ERTS ERTS FLEX GENZ GENZ MERQ LLTC INTU IDPH IDPH IDPH IDPH INTC INTC IDPH GILD FLEX ESRX ESRX GENZ GILD GILD MSFT LNCR KLAC INTC INTC INTC INTC INTU INTU INTC IDPH GENZ FLEX FLEX GILD GMSTE GMSTE MXIM MCHP LLTC INTU INTU INTU INTU JNPR JNPR INTU IDTI GILD GENZ GENZ GMSTE ICOS ICOS NVLS MERQ LNCR KLAC JNPR JNPR JNPR KLAC KLAC JNPR INTC IDPH GILD GILD ICOS IDPH IDPH NXTL MSFT MCHP LLTC KLAC KLAC KLAC LLTC LLTC KLAC INTU IDTI IDPH GMSTE IDPH IDTI IDTI PAYX MXIM MERQ LNCR LLTC LLTC LLTC LNCR LNCR LLTC JNPR INTC IDTI IDPH IDTI IMCL IMCL PCAR NVLS MSFT MCHP LNCR LNCR LNCR MERQ MERQ LNCR KLAC INTU INTC IDTI IMCL INTC INTC PSFT NXTL MXIM MERQ MERQ MERQ MERQ MSFT MSFT MERQ LLTC JNPR INTU INTC INTC INTU INTU QCOM PAYX NVLS MSFT MSFT MSFT MSFT MXIM MXIM MSFT LNCR KLAC JNPR INTU INTU JNPR JNPR RFMD PCAR NXTL MXIM MXIM MXIM MXIM NVLS NVLS MXIM MERQ LLTC KLAC JNPR JNPR KLAC KLAC SBUX PSFT PAYX NVLS NVLS NVLS NVLS NXTL NXTL NVLS MSFT LNCR LLTC KLAC KLAC LLTC LLTC SPLS QCOM PCAR NXTL NXTL NXTL NXTL PAYX PAYX NXTL MXIM MCHP LNCR LLTC LLTC LNCR LNCR SPOT RFMD PSFT PAYX PAYX PAYX PAYX PCAR PCAR PAYX NVDA MERQ MCHP LNCR LNCR MCHP MCHP SYMC SBUX QCOM PCAR PCAR PCAR PCAR PMCS PMCS PCAR NVLS MSFT MERQ MCHP MCHP MERQ MERQ TMPW SPLS QLGC PSFT PMCS PMCS PMCS PSFT PSFT PMCS NXTL MXIM MSFT MERQ MERQ MSFT MSFT YHOO SPOT RFMD QCOM PSFT PSFT PSFT QCOM QCOM PSFT PAYX NTAP MXIM MSFT MSFT MXIM MXIM SYMC SBUX QLGC QCOM QCOM QCOM QLGC QLGC QCOM PCAR NVDA NTAP MXIM MXIM NTAP NTAP TMPW SPLS RFMD QLGC QLGC QLGC RFMD RFMD QLGC PMCS NVLS NVDA NTAP NTAP NVLS NVLS XLNX SPOT SBUX RFMD RFMD RFMD SBUX SBUX RFMD PSFT NXTL NVLS NVDA NVDA NXTL NXTL YHOO SYMC SEPR SBUX SBUX SBUX SEPR SEPR SBUX QCOM PAYX NXTL NVLS NVLS PAYX PAYX TMPW SPLS SEPR SEPR SEPR SPLS SPLS SEPR QLGC PCAR PAYX NXTL NXTL PCAR PCAR XLNX SPOT SPLS SPLS SPLS SPOT SPOT SPLS RFMD PMCS PCAR PAYX PAYX PMCS PMCS YHOO SYMC SPOT SPOT SPOT SYMC SYMC SPOT SBUX PSFT PMCS PCAR PCAR PSFT PSFT TMPW SYMC SYMC SYMC TLAB TLAB SYMC SEBL QCOM PSFT PMCS PMCS QCOM QCOM USAI TLAB TLAB TLAB TMPW TMPW TLAB SEPR QLGC QCOM PSFT PSFT QLGC QLGC XLNX TMPW TMPW TMPW USAI USAI TMPW SPLS RFMD QLGC QCOM QCOM RFMD RFMD YHOO USAI USAI USAI XLNX XLNX USAI SPOT SANM RFMD QLGC QLGC SANM SANM XLNX XLNX XLNX YHOO YHOO XLNX SYMC SBUX SANM RFMD RFMD SBUX SBUX YHOO YHOO YHOO YHOO TLAB SEBL SBUX SANM SANM SEBL SEBL TMPW SEPR SEBL SBUX SBUX SEPR SEPR USAI SNPS SEPR SEBL SEBL SNPS SNPS XLNX SPLS SNPS SEPR SEPR SPLS SPLS YHOO SPOT SPLS SNPS SNPS SPOT SPOT SYMC SPOT SPLS SPLS SYMC SYMC TLAB SYMC SPOT SPOT TEVA TEVA TMPW TLAB SYMC SYMC TLAB TLAB USAI TMPW TLAB TEVA USAI USAI VRTS USAI TMPW TLAB VRSN VRSN XLNX VRSN USAI USAI VRTS VRTS YHOO VRTS VRSN VRSN XLNX XLNX XLNX VRTS VRTS YHOO YHOO YHOO XLNX XLNX YHOO YHOO

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