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Technology Stocks : Semi Equipment Analysis

SOXX 302.84

+2.0%

Dec 2 4:00 PM EST

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To: Gottfried who wrote (11829)	9/26/2003 8:27:52 PM
From: Gottfried	Read Replies (1) of 95515

bpNDX still 79% Sep15 Sep16 Sep17 Sep18 Sep19 Sep22 Sep23 Sep24 Sep25 Sep26 AAPL AAPL AAPL AAPL ADBE ADBE ADBE ADBE ALTR AAPL AAPL AAPL AAPL AAPL AAPL ALTR ALTR ALTR AMAT ADBE ADBE ADBE ADBE ADBE ADBE AMAT AMAT AMAT AMGN ALTR ALTR ALTR ALTR ALTR ALTR AMGN AMGN AMGN AMZN AMAT AMAT AMAT AMAT AMAT AMAT AMZN AMZN AMZN APCC AMGN AMGN AMGN AMZN AMZN AMZN APCC APCC APCC APOL AMZN AMZN AMZN APCC APCC APCC APOL APOL APOL BBBY APCC APCC APCC BBBY APOL APOL BBBY BBBY BBBY BEAS APOL APOL APOL BEAS BBBY BBBY BEAS BEAS BEAS BMET BBBY BBBY BBBY BMET BEAS BEAS BMET BMET BMET BRCD BEAS BEAS BEAS BRCD BMET BMET BRCD BRCD BRCD CDWC BMET BMET BMET CDWC BRCD BRCD CDWC CDWC CDWC CHIR BRCD BRCD BRCD CHIR CDWC CDWC CHIR CHIR CHIR CHRW CDWC CDWC CDWC CHRW CHIR CHIR CHRW CHRW CHRW CIEN CHIR CHIR CHIR CIEN CHRW CHRW CIEN CIEN CIEN CMVT CHRW CHRW CHRW CMVT CIEN CIEN CMVT CMVT CMVT COST CIEN CIEN CIEN COST CMVT CMVT COST COST COST CPWR COST COST COST CPWR COST COST CPWR CPWR CPWR CSCO CPWR CPWR CPWR CSCO CPWR CPWR CSCO CSCO CSCO CTAS CSCO CSCO CSCO CTAS CSCO CSCO CTAS CTAS CTAS CTXS CTAS CTAS CTAS CTXS CTAS CTAS CTXS CTXS CTXS DELL CTXS CTXS CTXS DELL CTXS CTXS DELL DELL DELL DISH DELL DELL DELL DISH DELL DELL DISH DISH DISH DLTR DISH DISH DISH DLTR DISH DISH DLTR DLTR DLTR EBAY DLTR DLTR DLTR EBAY DLTR DLTR EBAY EBAY EBAY ERICY EBAY EBAY EBAY ERICY EBAY EBAY ERICY ERICY ERICY ERTS ERICY ERICY ERICY ERTS ERICY ERICY ERTS ERTS ERTS EXPD ERTS ERTS ERTS EXPD ERTS ERTS EXPD EXPD EXPD FAST EXPD EXPD EXPD FAST EXPD EXPD FAST FAST FAST FHCC FAST FAST FAST FHCC FAST FAST FHCC FHCC FHCC FISV FHCC FHCC FHCC FISV FHCC FHCC FISV FISV FISV FLEX FISV FISV FISV FLEX FISV FISV FLEX FLEX FLEX GNTX FLEX FLEX FLEX GILD FLEX FLEX GNTX GNTX GNTX HGSI GNTX GNTX GNTX GNTX GNTX GNTX HGSI HGSI HGSI HSIC HGSI HGSI HGSI HGSI HGSI HGSI HSIC HSIC HSIC ICOS HSIC HSIC HSIC HSIC HSIC HSIC ICOS ICOS ICOS INTC ICOS ICOS ICOS ICOS ICOS ICOS INTC INTC INTC INTU INTC INTC INTC INTC INTC INTC INTU INTU INTU IVGN INTU INTU INTU INTU INTU INTU IVGN IVGN IVGN JDSU IVGN IVGN IVGN IVGN IVGN IVGN JDSU JDSU JDSU JNPR JDSU JDSU JDSU JDSU JDSU JDSU JNPR JNPR JNPR KLAC JNPR JNPR JNPR JNPR JNPR JNPR KLAC KLAC KLAC LLTC KLAC KLAC KLAC KLAC KLAC KLAC LLTC LLTC LLTC LNCR LNCR LNCR LNCR LLTC LLTC LLTC LNCR LNCR LNCR MCHP MCHP MCHP MCHP LNCR LNCR LNCR MCHP MCHP MCHP MERQ MERQ MERQ MERQ MCHP MCHP MCHP MERQ MERQ MERQ MLNM MLNM MLNM MLNM MERQ MERQ MERQ MNST MNST MNST MNST MNST MNST MNST MOLX MOLX MOLX MOLX MOLX MOLX MOLX MOLX MOLX MOLX MSFT MSFT MSFT MSFT MSFT MSFT MSFT MSFT MSFT MSFT NTAP NTAP NTAP NTAP NTAP NTAP NTAP NTAP NTAP NTAP NVDA NVDA NVDA NVDA NVDA NVDA NVDA NVLS NVLS NVLS NVLS NVLS NVLS NVLS NVLS NVLS NVLS NXTL NXTL NXTL NXTL NXTL NXTL NXTL NXTL NXTL NXTL ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL PAYX PAYX PAYX PAYX PAYX PAYX PAYX PAYX PAYX PAYX PDCO PDCO PDCO PDCO PDCO PDCO PDCO PDCO PDCO PDCO PETM PETM PETM PETM PETM PETM PETM PETM PETM PETM PIXR PIXR PIXR PIXR PIXR PIXR PIXR PIXR PIXR PIXR PSFT PSFT PSFT PSFT PSFT PSFT PSFT PSFT PSFT PSFT QCOM QCOM QCOM QCOM QCOM QCOM QCOM QCOM QCOM QCOM QLGC QLGC QLGC QLGC QLGC QLGC QLGC QLGC QLGC QLGC RFMD RFMD RFMD RFMD RFMD RFMD RFMD RFMD RFMD RFMD ROST ROST ROST ROST ROST ROST ROST ROST ROST ROST RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY SANM SANM SANM SANM SANM SANM SANM SANM SANM SANM SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SNPS SNPS SNPS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SUNW SUNW SUNW SUNW SUNW SUNW SUNW SUNW SUNW SUNW SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI 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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