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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: Gottfried who wrote (9985)	6/6/2003 10:00:33 PM
From: Gottfried	Read Replies (1) of 95626

bpNDX rose 4 to 91% [added LNCR SYMC PIXR PSFT RYAAY and dropped EBAY] May23 May27 May28 May29 May30 Jun02 Jun03 Jun04 Jun05 Jun06 AAPL ADBE ALTR AMAT AAPL AMGN ADBE AMZN ALTR APCC AAPL AAPL AAPL AMAT APOL ADBE ADBE AAPL ADBE AMGN BBBY ALTR ALTR ADBE ALTR AMZN BEAS AMGN AMGN ALTR AMAT APCC BGEN AAPL AMZN AMZN AMGN AMGN APOL BMET ADBE APCC APCC AMZN AMZN BBBY BRCD AAPL AAPL AAPL ALTR APOL APOL APCC APCC BEAS BRCM ADBE ADBE ADBE AMGN BBBY BBBY APOL APOL BGEN CEPH ALTR ALTR ALTR AMZN BEAS BEAS BBBY BBBY BMET CHIR AMGN AMGN AMGN APCC BGEN BGEN BEAS BEAS BRCD CHKP AMZN AMZN AMZN BBBY BMET BMET BGEN BGEN BRCM CHRW APCC APCC APCC BEAS BRCD BRCD BMET BMET CEPH CIEN APOL BBBY BBBY BGEN BRCM BRCM BRCD BRCD CHIR CMCSA BBBY BEAS BEAS BMET CEPH CEPH BRCM BRCM CHKP CMVT BEAS BGEN BGEN BRCD CHIR CHIR CEPH CEPH CHRW COST BGEN BMET BMET BRCM CHKP CHKP CHIR CHIR CIEN CPWR BMET BRCD BRCD CEPH CHRW CHRW CHKP CHKP CMCSA CSCO BRCD BRCM BRCM CHIR CIEN CIEN CHRW CHRW CMVT CTAS BRCM CEPH CEPH CHKP CMCSA CMCSA CIEN CIEN COST CTXS CEPH CHIR CHIR CHRW CMVT CMVT CMCSA CMCSA CPWR DELL CHIR CHKP CHKP CIEN COST COST CMVT CMVT CSCO DISH CHKP CHRW CHRW CMCSA CPWR CPWR COST COST CTAS DLTR CHRW CIEN CIEN CMVT CSCO CSCO CPWR CPWR CTXS ERICY CIEN CMCSA CMCSA COST CTAS CTAS CSCO CSCO DELL ERTS CMCSA CMVT CMVT CPWR CTXS CTXS CTAS CTAS DISH ESRX CMVT COST COST CSCO DELL DELL CTXS CTXS DLTR FAST COST CPWR CPWR CTAS DISH DISH DELL DELL EBAY FHCC CPWR CSCO CSCO CTXS DLTR DLTR DISH DISH ERICY FISV CSCO CTAS CTAS DELL EBAY EBAY DLTR DLTR ERTS FLEX CTAS CTXS CTXS DISH ERICY ERICY EBAY EBAY ESRX GENZ CTXS DELL DELL DLTR ERTS ERTS ERICY ERICY FAST GILD DELL DISH DISH EBAY ESRX ESRX ERTS ERTS FHCC GNTX DISH DLTR DLTR ERTS FAST FAST ESRX ESRX FISV HGSI DLTR EBAY EBAY ESRX FHCC FHCC FAST FAST FLEX HSIC EBAY ERTS ERTS FAST FLEX FLEX FHCC FHCC GENZ ICOS ERTS ESRX ESRX FHCC GENZ GENZ FLEX FLEX GILD IDPH ESRX FAST FAST FLEX GILD GILD GENZ GENZ GNTX INTC FAST FHCC FHCC GENZ HGSI HGSI GILD GILD HGSI INTU FHCC FLEX FLEX GILD HSIC HSIC HGSI HGSI HSIC IVGN FLEX GENZ GENZ HGSI ICOS ICOS HSIC HSIC ICOS JDSU GENZ GILD GILD HSIC IDPH IDPH ICOS ICOS IDPH JNPR GILD HGSI HGSI ICOS INTC INTC IDPH IDPH INTC KLAC HGSI HSIC HSIC IDPH INTU INTU INTC INTC INTU LAMR HSIC ICOS ICOS INTC IVGN IVGN INTU INTU IVGN LLTC ICOS IDPH IDPH INTU JDSU JDSU IVGN IVGN JDSU LNCR IDPH INTC INTC IVGN JNPR JNPR JDSU JDSU JNPR MCHP INTC INTU INTU JDSU KLAC KLAC JNPR JNPR KLAC MEDI INTU IVGN IVGN JNPR LAMR LAMR KLAC KLAC LAMR MERQ IVGN JDSU JDSU KLAC LLTC LLTC LAMR LAMR LLTC MLNM JDSU JNPR JNPR LAMR MCHP MCHP LLTC LLTC MCHP MNST JNPR KLAC KLAC LLTC MEDI MEDI MCHP MCHP MEDI MOLX KLAC LAMR LAMR MEDI MERQ MERQ MEDI MEDI MERQ MSFT LAMR LLTC LLTC MERQ MLNM MLNM MERQ MERQ MLNM MXIM LLTC MEDI MEDI MLNM MNST MNST MLNM MLNM MNST NTAP MEDI MERQ MERQ MNST MOLX MOLX MNST MNST MOLX NVDA MERQ MLNM MLNM MSFT MSFT MSFT MOLX MOLX MSFT NVLS MLNM MNST MNST MXIM MXIM MXIM MSFT MSFT MXIM NXTL MNST MSFT MSFT NTAP NTAP NTAP MXIM MXIM NTAP ORCL MSFT MXIM MXIM NVDA NVDA NVDA NTAP NTAP NVDA PAYX MXIM NTAP NTAP NVLS NVLS NVLS NVDA NVDA NVLS PCAR NTAP NVDA NVDA NXTL NXTL NXTL NVLS NVLS NXTL PETM NVDA NVLS NVLS ORCL ORCL ORCL NXTL NXTL ORCL PIXR NXTL NXTL NXTL PAYX PAYX PAYX ORCL ORCL PAYX PSFT ORCL ORCL ORCL PCAR PCAR PCAR PAYX PAYX PCAR PTEN PAYX PAYX PAYX PETM PETM PETM PCAR PCAR PETM QLGC PCAR PCAR PCAR PTEN PTEN PTEN PETM PETM PTEN ROST PETM PETM PETM QLGC QLGC QLGC PTEN PTEN QLGC RYAAY PTEN PTEN PTEN ROST ROST ROST QLGC QLGC ROST SANM QLGC QLGC QLGC RYAAY RYAAY RYAAY ROST ROST SANM SBUX ROST ROST ROST SANM SANM SANM SANM SANM SBUX SEBL SANM SANM SANM SBUX SBUX SBUX SBUX SBUX SEBL SIAL SBUX SBUX SBUX SEBL SEBL SEBL SEBL SEBL SIAL SNPS SEBL SEBL SEBL SIAL SIAL SIAL SIAL SIAL SNPS SPLS SIAL SIAL SIAL SNPS SNPS SNPS SNPS SNPS SPLS SPOT SNPS SNPS SNPS SPLS SPLS SPLS SPLS SPLS SPOT SSCC SPLS SPLS SPLS SPOT SPOT SPOT SPOT SPOT SSCC SUNW SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SUNW SYMC TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA USAI USAI USAI USAI USAI USAI USAI USAI USAI USAI VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO .

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