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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: Gottfried who wrote (9461)	4/16/2003 8:03:13 PM
From: Gottfried	Read Replies (1) of 95530

bpNDX unchanged at 58% Apr02 Apr03 Apr04 Apr07 Apr08 Apr09 Apr10 Apr11 Apr14 Apr15 Apr16 ADBE ADBE AAPL AAPL AAPL AAPL ALTR ALTR ADBE ADBE ADBE ADBE ADBE ADBE AMAT AMAT ALTR ALTR ALTR ALTR ALTR ALTR AMGN AMGN AMAT AMAT AMAT AMAT AMAT AMAT AMZN AMZN AAPL AAPL AMGN AMGN AMGN AMGN AMGN AMGN APOL APOL ADBE ADBE AMZN AMZN AMZN AMZN AMZN AMZN BBBY BBBY ALTR ALTR APOL APOL APOL APOL APOL APOL BGEN BGEN AAPL AMAT AMAT BBBY BBBY BBBY BBBY BBBY BBBY BMET BMET ADBE AMGN AMGN BGEN BGEN BGEN BGEN BGEN BGEN CHKP CHKP ALTR AMZN AMZN BMET BMET BMET BMET BMET BMET CHRW CHRW AMAT APOL APOL CHKP CHKP CHKP CHKP CHKP CHKP CMCSA CMCSA AMGN BBBY BBBY CHRW CHRW CHRW CHRW CHRW CHRW CMVT CMVT AMZN BGEN BGEN CMCSA CMCSA CMCSA CMCSA CMCSA CMCSA COST COST APOL BMET BMET CMVT CMVT CMVT CMVT CMVT CMVT CTAS CTAS BBBY CHKP CHKP COST COST COST COST COST COST CTXS CTXS BMET CHRW CHRW CTAS CTAS CTAS CTAS CTAS CTAS DISH DISH CHKP CMCSA CMCSA CTXS CTXS CTXS CTXS CTXS CTXS DLTR DLTR CHRW CTAS CTAS DISH DISH DISH DISH DISH DISH EBAY EBAY CMCSA CTXS CTXS EBAY EBAY EBAY EBAY EBAY EBAY ERTS ERTS CTAS DISH DISH ERTS ERTS ERTS ERTS ERTS ERTS ESRX ESRX CTXS EBAY EBAY ESRX ESRX ESRX ESRX ESRX ESRX EXPD EXPD DISH ERTS ERTS EXPD EXPD EXPD EXPD EXPD EXPD FAST FAST EBAY ESRX ESRX FAST FAST FAST FAST FAST FAST GENZ GENZ ERTS EXPD EXPD GENZ GENZ GENZ GENZ GENZ GENZ GILD GILD ESRX GENZ GENZ GILD GILD GILD GILD GILD GILD HSIC HSIC EXPD GILD GILD HSIC HSIC HSIC HSIC HSIC HSIC ICOS ICOS GENZ HSIC HSIC ICOS ICOS ICOS ICOS ICOS ICOS IDPH IDPH GILD ICOS ICOS IDPH IDPH IDPH IDPH IDPH IDPH INTC INTC HSIC INTC IDPH INTC INTC INTC INTC INTC INTC JDSU JDSU ICOS JDSU INTC JDSU JDSU JDSU JDSU JDSU JDSU JNPR JNPR INTC JNPR JDSU JNPR JNPR JNPR JNPR JNPR JNPR KLAC KLAC JDSU KLAC JNPR KLAC KLAC KLAC KLAC KLAC KLAC LAMR LAMR JNPR LLTC KLAC LLTC LLTC LLTC LLTC LLTC LLTC LLTC LLTC KLAC MEDI LLTC MEDI MEDI MEDI MEDI MEDI MEDI MEDI MEDI LLTC MERQ MEDI MERQ MERQ MERQ MERQ MERQ MERQ MERQ MERQ MEDI MSFT MERQ MSFT MSFT MSFT MSFT MSFT MSFT MSFT MSFT MERQ MXIM MSFT MXIM MXIM MXIM MXIM MXIM MXIM MXIM MXIM MSFT NTAP MXIM NTAP NTAP NTAP NTAP NTAP NTAP NTAP NTAP MXIM NVDA NTAP NVDA NVDA NVDA NVDA NVDA NVDA NVDA NVDA NTAP ORCL NVDA ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL NVDA PCAR ORCL PCAR PCAR PCAR PCAR PCAR PCAR PCAR PCAR ORCL PDCO PCAR PDCO PDCO PDCO PDCO PDCO PDCO PDCO PDCO PCAR PIXR PDCO PIXR PIXR PIXR PIXR PIXR PIXR PIXR PIXR PDCO PTEN PIXR PTEN PTEN PTEN PTEN PTEN PTEN PTEN PTEN PIXR RYAAY PTEN RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY PTEN SANM RYAAY SANM SANM SANM SANM SANM SANM SANM SANM RYAAY SBUX SANM SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SANM SEBL SBUX SNPS SNPS SNPS SNPS SNPS SNPS SNPS SNPS SBUX SNPS SNPS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SEBL SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SNPS TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA SSCC TMPW TMPW TMPW TMPW TMPW TMPW TMPW TMPW TMPW TMPW TEVA USAI USAI USAI USAI USAI USAI USAI USAI USAI USAI USAI VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO .

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