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Technology Stocks : Semi Equipment Analysis

SOXX 292.04

+2.4%

4:00 PM EST

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To: Gottfried who wrote (11621)	9/17/2003 9:20:41 PM
From: Gottfried	Read Replies (1) of 95608

bpNDX still 78% Aug29 Sep02 Sep03 Sep4 Sep11 Sep12 Sep15 Sep16 Sep17 AAPL AAPL ADBE AAPL AAPL AAPL AAPL AAPL ADBE ALTR ADBE ADBE ADBE ADBE ADBE AAPL ALTR AMAT ALTR ALTR ALTR ALTR ALTR AAPL ADBE AMAT AMZN AMAT AMAT AMAT AMAT AMAT ADBE ALTR AMZN APCC AMZN AMZN AMZN AMZN AMZN ALTR AMAT APCC BBBY APCC APCC APCC APCC APCC AMAT AMZN BBBY BEAS BBBY BBBY BBBY APOL APOL AMZN APCC BEAS BMET BEAS BEAS BEAS BBBY BBBY APCC BBBY BMET BRCD BMET BMET BMET BEAS BEAS BBBY BEAS BRCD CDWC BRCD BRCD BRCD BMET BMET BEAS BMET CDWC CHIR CDWC CDWC CDWC BRCD BRCD BMET BRCD CHIR CHRW CHIR CHIR CHIR CDWC CDWC BRCD CDWC CHRW CIEN CHRW CHRW CHRW CHIR CHIR CDWC CHIR CIEN CMVT CIEN CIEN CIEN CHRW CHRW CHIR CHRW CMVT COST CMVT CMVT CMVT CIEN CIEN CHRW CIEN COST CPWR COST COST COST CMVT CMVT CIEN CMVT CPWR CSCO CPWR CPWR CPWR COST COST CMVT COST CSCO CTAS CSCO CSCO CSCO CPWR CPWR COST CPWR CTAS CTXS CTAS CTAS CTAS CSCO CSCO CPWR CTAS CTXS DELL CTXS CTXS CTXS CTAS CTAS CTAS CTXS DELL DISH DELL DELL DELL CTXS CTXS CTXS DELL DISH DLTR DISH DISH DISH DELL DELL DELL DISH DLTR EBAY DLTR DLTR DLTR DISH DISH DISH DLTR EBAY ERICY EBAY EBAY EBAY DLTR DLTR DLTR EBAY ERICY ERTS ERICY ERICY ERICY EBAY EBAY EBAY ERICY ERTS EXPD ERTS ERTS ERTS ERICY ERICY ERICY ERTS EXPD FAST EXPD EXPD EXPD ERTS ERTS ERTS EXPD FAST FHCC FAST FAST FAST EXPD EXPD EXPD FAST FHCC FISV FHCC FHCC FHCC FAST FAST FAST FHCC FISV FLEX FISV FISV FISV FHCC FHCC FHCC FISV FLEX GILD FLEX FLEX FLEX FISV FISV FISV FLEX GILD GNTX GILD GILD GILD FLEX FLEX FLEX GNTX GNTX HGSI GNTX GNTX GNTX GNTX GNTX GNTX HGSI HGSI HSIC HGSI HGSI HGSI HGSI HGSI HGSI HSIC HSIC ICOS HSIC HSIC HSIC HSIC HSIC HSIC ICOS ICOS INTC ICOS ICOS ICOS ICOS ICOS ICOS INTC INTC INTU INTC INTC INTC INTC INTC INTC INTU INTU IVGN INTU INTU INTU INTU INTU INTU IVGN IVGN JDSU IVGN IVGN IVGN IVGN IVGN IVGN JDSU JDSU JNPR JDSU JDSU JDSU JDSU JDSU JDSU JNPR JNPR KLAC JNPR JNPR JNPR JNPR JNPR JNPR KLAC KLAC LLTC KLAC KLAC KLAC KLAC KLAC KLAC LLTC LLTC LNCR LLTC LLTC LLTC LLTC LLTC LLTC LNCR LNCR MCHP LNCR LNCR LNCR LNCR LNCR LNCR MCHP MCHP MERQ MCHP MCHP MCHP MCHP MCHP MCHP MERQ MERQ MOLX MERQ MERQ MERQ MERQ MERQ MERQ MOLX MOLX MSFT MOLX MOLX MOLX MOLX MOLX MOLX MSFT MSFT MXIM MSFT MSFT MSFT MSFT MSFT MSFT MXIM MXIM NTAP NTAP NTAP NTAP NTAP NTAP MXIM NTAP NTAP NVLS NVDA NVDA NVDA NVDA NVDA NTAP NVLS NVLS NXTL NVLS NVLS NVLS NVLS NVLS NVLS NXTL NXTL ORCL NXTL NXTL NXTL NXTL NXTL NXTL ORCL ORCL PAYX ORCL ORCL ORCL ORCL ORCL ORCL PAYX PAYX PCAR PAYX PAYX PAYX PAYX PAYX PAYX PCAR PCAR PDCO PDCO PDCO PDCO PDCO PDCO PCAR PDCO PDCO PETM PETM PETM PETM PETM PETM PDCO PETM PETM PIXR PIXR PIXR PIXR PIXR PIXR PETM PIXR PIXR PSFT PSFT PSFT PSFT PSFT PSFT PIXR PSFT PSFT QCOM QCOM QCOM QCOM QCOM QCOM PSFT QCOM QCOM QLGC QLGC QLGC QLGC QLGC QLGC QCOM RFMD RFMD RFMD RFMD RFMD RFMD RFMD RFMD RFMD ROST ROST ROST ROST ROST ROST ROST ROST ROST RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY SANM SANM SANM SANM SANM SANM SANM SANM SANM SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SNPS SNPS SNPS SPLS SPLS SPLS SPLS SPLS SNPS SPLS SPLS SPLS SSCC SSCC SSCC SSCC SSCC SPLS SSCC SSCC SSCC SUNW SUNW SUNW SUNW SUNW SSCC SUNW SUNW SUNW SYMC SYMC SYMC SYMC SYMC SUNW SYMC SYMC SYMC TEVA TEVA TEVA TEVA TEVA SYMC TEVA TEVA TEVA VRSN VRSN VRSN VRSN VRSN TEVA VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO .

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