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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: James Calladine who started this subject	12/2/2002 9:03:39 PM
From: Gottfried	Read Replies (1) of 95531

bpNDX up to 82% Nov11 Nov12 Nov13 Nov14 Nov15 Nov18 Nov19 Nov20 Nov21 Nov22 Nov25 Nov26 Nov27 Nov29 Dec02 AAPL AAPL AAPL AAPL AAPL AAPL AAPL AAPL AAPL AAPL AAPL AAPL AAPL AAPL AAPL ADBE ADBE ADBE ADBE ADBE ABGX ABGX ABGX ABGX ABGX ABGX ABGX ABGX ABGX ABGX ADRX ADRX ADRX ADRX ADRX ADBE ADBE ADBE ADBE ADBE ADBE ADBE ADBE ADBE ADBE ALTR ALTR ALTR ALTR ALTR ADRX ADRX ADRX ADRX ADRX ADRX ADRX ADRX ADRX ADRX AMAT AMAT AMAT AMAT AMAT ALTR ALTR ALTR ALTR ALTR ALTR ALTR ALTR ALTR ALTR AMZN AMZN AMZN AMZN AMZN AMAT AMAT AMAT AMAT AMAT AMAT AMAT AMAT AMAT AMAT BBBY BBBY BBBY BBBY BBBY AMZN AMZN AMZN AMZN AMZN AMCC AMCC AMCC AMCC AMCC BEAS BEAS BEAS BEAS BEAS BBBY BBBY BBBY BBBY BBBY AMZN AMZN AMZN AMZN AMZN BGEN BGEN BGEN BGEN BGEN BEAS BEAS BEAS BEAS BEAS ATML ATML ATML ATML ATML BMET BMET BMET BMET BMET BGEN BGEN BGEN BGEN BGEN BBBY BBBY BBBY BBBY BBBY BRCM BRCM BRCM BRCM BRCM BMET BMET BMET BMET BMET BEAS BEAS BEAS BEAS BEAS CDWC CDWC CDWC CDWC CDWC BRCM BRCM BRCM BRCM BRCM BGEN BGEN BGEN BGEN BGEN CEPH CEPH CEPH CEPH CEPH CDWC CDWC CDWC CDWC CDWC BMET BMET BMET BMET BMET CHIR CHIR CHIR CHIR CHIR CEPH CEPH CEPH CEPH CEPH BRCM BRCM BRCM BRCM BRCM CMCSK CMCSK CMCSK CMCSK CHKP CHIR CHIR CHIR CHIR CHIR CDWC CDWC CDWC CDWC CDWC COST COST COST COST CMCSK CHKP CHKP CHKP CHKP CHKP CEPH CHIR CHIR CHIR CHIR CPWR CPWR CPWR CPWR CMVT CMCSK CMCSK CMCSK CMCSK CIEN CHIR CHKP CHKP CHKP CHKP CSCO CSCO CSCO CSCO COST CMVT CMVT CMVT CMVT CMCSK CHKP CIEN CIEN CHTR CHTR CTAS CTAS CTAS CTAS CPWR COST COST COST COST CMVT CIEN CMCSK CMCSK CIEN CIEN DELL DELL DELL DELL CSCO CPWR CPWR CPWR CPWR COST CMCSK CMVT CMVT CMCSK CMCSK DISH DISH DISH DISH CTAS CSCO CSCO CSCO CSCO CPWR CMVT COST COST CMVT CMVT EBAY EBAY EBAY EBAY DELL CTAS CTAS CTAS CTAS CSCO COST CPWR CPWR COST COST ERICD ERICD ERICD ERICD DISH DELL DELL DELL DELL CTAS CPWR CSCO CSCO CPWR CPWR ERTS ERTS ERTS ERTS EBAY DISH DISH DISH DISH DELL CSCO CTAS CTAS CSCO CSCO FLEX FLEX FLEX FLEX ERICD EBAY EBAY EBAY EBAY DISH CTAS DELL DELL CTAS CTAS GENZ GENZ GENZ GENZ ERTS ERICD ERICD ERICY ERICY EBAY DELL DISH DISH DELL DELL GILD GILD GILD GILD FLEX ERTS ERTS ERTS ERTS ERICY DISH EBAY DLTR DISH DISH GMSTE GMSTE GMSTE GMSTE GENZ FLEX FLEX FLEX FISV ERTS EBAY ERICY EBAY DLTR DLTR ICOS ICOS ICOS ICOS GILD GENZ GENZ GENZ FLEX FISV ERICY ERTS ERICY EBAY EBAY IDPH IDTI IDTI IDTI GMSTE GILD GILD GILD GENZ FLEX ERTS FISV ERTS ERICY ERICY IDTI IMCL IMCL IMCL ICOS GMSTE GMSTE GMSTE GILD GENZ FISV FLEX FISV ERTS ERTS IMCL INTC INTC INTC IDTI ICOS ICOS ICOS GMSTE GILD FLEX GENZ FLEX FISV FISV INTC INTU INTU JNPR IMCL IDTI IDTI IDTI ICOS GMSTE GENZ GILD GENZ FLEX FLEX INTU JNPR JNPR KLAC INTC IMCL IMCL IMCL IDTI HGSI GILD GMSTE GILD GENZ GENZ JNPR KLAC KLAC LLTC JNPR INTC INTC INTC IMCL ICOS GMSTE HGSI GMSTE GILD GILD KLAC LLTC LLTC LNCR KLAC JNPR JNPR JNPR INTC IDTI HGSI ICOS HGSI GMSTE GMSTE LLTC LNCR LNCR MCHP LLTC KLAC KLAC KLAC JNPR IMCL ICOS IDTI ICOS HGSI HGSI LNCR MCHP MCHP MERQ LNCR LLTC LLTC LLTC KLAC INTC IDTI IMCL IDTI ICOS ICOS MCHP MERQ MERQ MSFT MCHP LNCR LNCR LNCR LLTC JNPR IMCL INTC IMCL IDTI IDTI MERQ MSFT MSFT MXIM MERQ MCHP MCHP MCHP LNCR KLAC INTC JNPR INTC IMCL IMCL MSFT MXIM MXIM NTAP MSFT MERQ MERQ MERQ MCHP LLTC JNPR KLAC JNPR INTC INTC MXIM NTAP NTAP NVLS MXIM MSFT MSFT MSFT MERQ LNCR KLAC LLTC KLAC JDSU JDSU NTAP NVLS NVLS NXTL NTAP MXIM MXIM MXIM MSFT MCHP LLTC LNCR LLTC JNPR JNPR NVLS NXTL NXTL PAYX NVLS NTAP NTAP NTAP MXIM MERQ LNCR MCHP LNCR KLAC KLAC NXTL PAYX PAYX PCAR NXTL NVLS NVLS NVLS NTAP MSFT MCHP MERQ MCHP LLTC LLTC PAYX PCAR PCAR PMCS PAYX NXTL NXTL NXTL NVDA MXIM MERQ MSFT MERQ LNCR LNCR PCAR PMCS PMCS PSFT PCAR PAYX PAYX PAYX NVLS NTAP MSFT MXIM MSFT MCHP MCHP PMCS PSFT PSFT QCOM PMCS PCAR PCAR PCAR NXTL NVDA MXIM NTAP MXIM MERQ MERQ PSFT QCOM QCOM QLGC PSFT PMCS PMCS PMCS ORCL NVLS NTAP NVDA NTAP MSFT MLNM QCOM QLGC QLGC RATL QCOM PSFT PSFT PSFT PAYX NXTL NVDA NVLS NVDA MXIM MSFT QLGC RFMD RATL RFMD QLGC QCOM QCOM QCOM PCAR ORCL NVLS NXTL NVLS NTAP MXIM RFMD SANM RFMD SANM RATL QLGC QLGC QLGC PMCS PAYX NXTL ORCL NXTL NVDA NTAP SANM SBUX SANM SBUX RFMD RATL RATL RATL PSFT PCAR ORCL PAYX ORCL NVLS NVDA SBUX SEBL SBUX SEBL SANM RFMD RFMD RFMD QCOM PMCS PAYX PCAR PAYX NXTL NVLS SEBL SEPR SEBL SEPR SBUX SANM SANM SANM QLGC PSFT PCAR PMCS PCAR ORCL NXTL SEPR SNPS SEPR SNPS SEBL SBUX SBUX SBUX RATL QCOM PMCS PSFT PMCS PAYX ORCL SNPS SPLS SNPS SPLS SEPR SEBL SEBL SEBL RFMD QLGC PSFT QCOM PSFT PCAR PAYX SPLS SPOT SPLS SPOT SNPS SEPR SEPR SEPR SANM RATL QCOM QLGC QCOM PMCS PCAR SPOT SYMC SPOT SYMC SPLS SNPS SNPS SIAL SBUX RFMD QLGC RATL QLGC PSFT PMCS SYMC TEVA SYMC TEVA SPOT SPLS SPLS SNPS SEBL SANM RATL RFMD RATL QCOM PSFT TEVA TLAB TEVA TLAB SYMC SPOT SPOT SPLS SEPR SBUX RFMD SANM RFMD QLGC QCOM TLAB USAI TLAB USAI TEVA SYMC SYMC SPOT SIAL SEBL SANM SBUX SANM RATL QLGC USAI VRSN USAI VRSN TLAB TEVA TEVA SYMC SNPS SEPR SBUX SEBL SBUX RFMD RATL VRSN VRTS VRSN VRTS USAI TLAB TLAB TEVA SPLS SIAL SEBL SEPR SEBL SANM RFMD VRTS XLNX VRTS XLNX VRSN USAI USAI TLAB SPOT SNPS SEPR SIAL SEPR SBUX SANM XLNX YHOO XLNX YHOO VRTS VRSN VRSN USAI SYMC SPLS SIAL SNPS SIAL SEBL SBUX YHOO YHOO XLNX VRTS VRTS VRSN TEVA SPOT SNPS SPLS SNPS SEPR SEBL YHOO XLNX XLNX VRTS TLAB SYMC SPLS SPOT SPLS SIAL SEPR YHOO YHOO XLNX TMPW TEVA SPOT SYMC SPOT SNPS SIAL YHOO USAI TLAB SYMC TEVA SYMC SPLS SNPS VRSN TMPW TEVA TLAB TEVA SPOT SPLS VRTS USAI TLAB TMPW TLAB SYMC SPOT VTSS VRSN TMPW USAI TMPW TEVA SYMC XLNX VRTS USAI VRSN USAI TLAB TEVA YHOO VTSS VRSN VRTS VRSN TMPW TLAB XLNX VRTS VTSS VRTS USAI TMPW YHOO VTSS XLNX VTSS VRSN USAI XLNX YHOO XLNX VRTS VRSN YHOO YHOO VTSS VRTS XLNX VTSS YHOO XLNX YHOO

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