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Technology Stocks : Semi Equipment Analysis

SOXX 328.78

+2.9%

Jan 9 4:00 PM EST

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To: Gottfried who wrote (9885)	5/27/2003 8:17:50 PM
From: Gottfried	Read Replies (1) of 95703

bpNDX stays at 78% [added NVLS, dropped APOL] May08 May09 May12 May13 May14 May15 Mar16 May19 May20 May21 May22 Mar23 May27 AAPL AAPL AAPL AAPL AAPL ADBE ADBE AAPL ADBE ADBE AAPL AAPL AAPL AAPL AAPL ADBE ALTR ALTR AAPL AAPL ADBE ALTR ALTR ADBE ADBE ADBE ADBE ADBE ALTR AMAT AMAT ADBE ADBE ALTR AMAT AMAT ALTR ALTR ALTR ALTR ALTR AMAT AMGN AMGN ALTR ALTR AMAT AMGN AMGN AMGN AMGN AMGN AMGN AMAT AMGN AMZN AMZN AMAT AMAT AMGN AMZN AMZN AMZN AMZN AMZN AMZN AMGN AMZN APCC APCC AMGN AMGN AMZN APCC APCC APCC APCC APCC APCC AMZN APCC APOL APOL AMZN AMZN APCC APOL APOL APOL APOL APOL BBBY APCC APOL BBBY BBBY APCC APCC APOL BBBY BBBY BBBY BBBY BBBY BEAS APOL BBBY BEAS BEAS APOL APOL BBBY BEAS BEAS BEAS BEAS BEAS BGEN BBBY BEAS BGEN BGEN BBBY BBBY BEAS BGEN BGEN BGEN BGEN BGEN BMET BEAS BGEN BMET BMET BEAS BEAS BGEN BMET BMET BMET BMET BMET BRCD BGEN BMET BRCD BRCD BGEN BGEN BMET BRCD BRCD BRCD BRCD BRCD BRCM BMET BRCD BRCM BRCM BMET BMET BRCD BRCM BRCM BRCM BRCM BRCM CEPH BRCM BRCM CDWC CDWC BRCD BRCD BRCM CEPH CEPH CEPH CEPH CEPH CHIR CDWC CDWC CHIR CHIR BRCM BRCM CHIR CHIR CHIR CHIR CHIR CHIR CHKP CHIR CHIR CHKP CHKP CDWC CHIR CHKP CHKP CHKP CHKP CHKP CHKP CHRW CHKP CHKP CHRW CHRW CHIR CHKP CHRW CHRW CHRW CHRW CHRW CHRW CIEN CHRW CHRW CIEN CIEN CHKP CHRW CIEN CIEN CIEN CIEN CIEN CIEN CMCSA CIEN CIEN CMCSA CMCSA CHRW CIEN CMCSA CMCSA CMCSA CMCSA CMCSA CMCSA CMVT CMCSA CMCSA CMVT CMVT CIEN CMCSA CMVT CMVT CMVT CMVT CMVT CMVT COST CMVT CMVT COST COST CMCSA CMVT COST COST COST COST COST COST CPWR COST COST CPWR CPWR CMVT COST CPWR CPWR CPWR CPWR CPWR CPWR CSCO CPWR CPWR CSCO CSCO COST CPWR CSCO CSCO CSCO CSCO CSCO CSCO CTAS CSCO CSCO CTAS CTAS CPWR CSCO CTAS CTAS CTAS CTAS CTAS CTAS CTXS CTAS CTAS CTXS CTXS CSCO CTAS CTXS CTXS CTXS CTXS CTXS CTXS DELL CTXS CTXS DELL DELL CTAS CTXS DELL DELL DELL DELL DELL DELL DISH DISH DISH DISH DISH CTXS DELL DISH DISH DISH DISH DISH DISH DLTR DLTR DLTR DLTR DLTR DELL DISH DLTR DLTR DLTR DLTR DLTR DLTR EBAY EBAY EBAY EBAY EBAY DISH DLTR EBAY EBAY EBAY EBAY EBAY EBAY ERTS ERTS ERTS ERTS ERTS DLTR EBAY ERTS ERTS ERTS ERTS ERTS ERTS ESRX ESRX ESRX ESRX ESRX EBAY ERTS ESRX ESRX ESRX ESRX ESRX ESRX FAST EXPD EXPD EXPD EXPD ERTS ESRX FAST FAST FAST FAST FAST FAST FHCC FAST FAST FAST FAST ESRX FAST FHCC FHCC FHCC FHCC FHCC FHCC FLEX FHCC FHCC FHCC FHCC FAST FHCC FLEX FLEX FLEX FLEX FLEX FLEX GENZ GENZ GENZ GENZ GENZ FHCC GENZ GENZ GENZ GENZ GENZ GENZ GENZ GILD GILD GILD GILD GILD GENZ GILD GILD GILD GILD GILD GILD GILD HGSI HGSI HGSI HGSI HGSI GILD HGSI HGSI HGSI HGSI HGSI HGSI HGSI HSIC HSIC HSIC HSIC HSIC HGSI HSIC HSIC HSIC HSIC HSIC HSIC HSIC ICOS ICOS ICOS ICOS ICOS HSIC ICOS ICOS ICOS ICOS ICOS ICOS ICOS IDPH IDPH IDPH IDPH IDPH ICOS IDPH IDPH IDPH IDPH IDPH IDPH IDPH INTC INTC INTC INTC INTC IDPH INTC INTC INTC INTC INTC INTC INTC INTU IVGN IVGN IVGN IVGN INTC INTU INTU INTU INTU INTU INTU INTU IVGN JDSU JDSU JDSU JDSU IVGN IVGN IVGN IVGN IVGN IVGN IVGN IVGN JDSU JNPR JNPR JNPR JNPR JDSU JDSU JDSU JDSU JDSU JDSU JDSU JDSU JNPR KLAC KLAC KLAC KLAC JNPR JNPR JNPR JNPR JNPR JNPR JNPR JNPR KLAC LAMR LAMR LAMR LAMR KLAC KLAC KLAC KLAC KLAC KLAC KLAC KLAC LAMR LLTC LLTC LLTC LLTC LAMR LAMR LAMR LAMR LAMR LAMR LAMR LAMR LLTC MEDI MEDI MEDI MEDI LLTC LLTC LLTC LLTC LLTC LLTC LLTC LLTC MEDI MERQ MERQ MERQ MERQ MEDI MEDI MEDI MEDI MEDI MEDI MEDI MEDI MERQ MLNM MLNM MLNM MLNM MERQ MERQ MERQ MERQ MERQ MERQ MERQ MERQ MLNM MNST MNST MNST MNST MLNM MLNM MLNM MLNM MLNM MLNM MLNM MLNM MNST MSFT MSFT MSFT MSFT MNST MNST MNST MNST MNST MNST MNST MNST MSFT MXIM MXIM MXIM MXIM MSFT MSFT MSFT MSFT MSFT MSFT MSFT MSFT MXIM NTAP NTAP NTAP NTAP MXIM MXIM MXIM MXIM MXIM MXIM MXIM MXIM NTAP NVDA NVDA NVDA NVDA NTAP NTAP NTAP NTAP NTAP NTAP NTAP NTAP NVDA NXTL NXTL NXTL NXTL NVDA NVDA NVDA NVDA NVDA NVDA NVDA NVDA NVLS ORCL ORCL ORCL ORCL NXTL NXTL NXTL NXTL NXTL NXTL NXTL NXTL NXTL PAYX PAYX PAYX PAYX ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL PCAR PCAR PCAR PCAR PAYX PAYX PAYX PAYX PAYX PAYX PAYX PAYX PAYX PETM PETM PETM PETM PCAR PCAR PCAR PCAR PCAR PCAR PCAR PCAR PCAR PIXR PIXR PIXR PIXR PETM PETM PETM PETM PETM PETM PETM PETM PETM PTEN PTEN PTEN PTEN PTEN PTEN PTEN PTEN PTEN PTEN PTEN PTEN PTEN QLGC QLGC QLGC QLGC QLGC QLGC QLGC QLGC QLGC QLGC QLGC QLGC QLGC ROST ROST ROST ROST ROST ROST ROST ROST ROST ROST ROST ROST ROST SANM SANM SANM SANM SANM SANM SANM SANM SANM SANM SANM SANM SANM SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SNPS SNPS SNPS SNPS SNPS SNPS SNPS SNPS SNPS SNPS SNPS SNPS SNPS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA USAI USAI USAI USAI USAI USAI USAI USAI USAI USAI USAI USAI USAI VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO

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