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Technology Stocks : Semi Equipment Analysis

SOXX 297.50

-2.6%

Nov 6 4:00 PM EST

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To: Gottfried who wrote (11934)	10/1/2003 7:01:50 PM
From: Gottfried	Read Replies (3) of 95383

bpNDX dropped one to 74% [EBAY] Sep18 Sep19 Sep22 Sep23 Sep24 Sep25 Sep26 Sep29 Sep30 Oct01 AAPL AAPL AAPL AAPL ADBE ADBE ADBE ADBE ALTR AAPL AAPL AAPL ALTR ALTR ALTR AMAT ADBE ADBE ADBE AAPL AMAT AMAT AMAT AMGN ALTR ALTR ALTR ADBE AMGN AMGN AMGN AMZN AMAT AMAT AMAT ALTR AMZN AMZN AMZN APCC AMGN AMGN AMGN AMAT AAPL APCC APCC APCC APOL AMZN AMZN AMZN AMZN ADBE AAPL APOL APOL APOL BBBY APCC APCC APCC APCC ALTR ADBE BBBY BBBY BBBY BEAS APOL APOL APOL APOL AMAT ALTR BEAS BEAS BEAS BMET BBBY BBBY BBBY BBBY AMZN AMAT BMET BMET BMET BRCD BEAS BEAS BEAS BEAS APCC AMZN BRCD BRCD BRCD CDWC BMET BMET BMET BMET APOL APCC CDWC CDWC CDWC CHIR BRCD BRCD BRCD BRCD BBBY APOL CHIR CHIR CHIR CHRW CDWC CDWC CDWC CDWC BEAS BBBY CHRW CHRW CHRW CIEN CHIR CHIR CHIR CHIR BMET BEAS CIEN CIEN CIEN CMVT CHRW CHRW CHRW CHRW BRCD BMET CMVT CMVT CMVT COST CIEN CIEN CIEN CIEN CDWC BRCD COST COST COST CPWR COST COST COST COST CHIR CDWC CPWR CPWR CPWR CSCO CPWR CPWR CPWR CPWR CHRW CHIR CSCO CSCO CSCO CTAS CSCO CSCO CSCO CSCO CIEN CHRW CTAS CTAS CTAS CTXS CTAS CTAS CTAS CTAS COST CIEN CTXS CTXS CTXS DELL CTXS CTXS CTXS CTXS CPWR COST DELL DELL DELL DISH DELL DELL DELL DELL CSCO CPWR DISH DISH DISH DLTR DISH DISH DISH DISH CTXS CSCO DLTR DLTR DLTR EBAY DLTR DLTR DLTR DLTR DELL CTXS EBAY EBAY EBAY ERICY EBAY EBAY EBAY EBAY DISH DELL ERICY ERICY ERICY ERTS ERICY ERICY ERICY ERICY DLTR DISH ERTS ERTS ERTS EXPD ERTS ERTS ERTS ERTS EBAY DLTR EXPD EXPD EXPD FAST EXPD EXPD EXPD EXPD ERICY ERICY FAST FAST FAST FHCC FAST FAST FAST FAST ERTS ERTS FHCC FHCC FHCC FISV FHCC FHCC FHCC FHCC EXPD EXPD FISV FISV FISV FLEX FISV FISV FISV FISV FAST FAST FLEX FLEX FLEX GNTX FLEX FLEX FLEX FLEX FHCC FHCC GNTX GNTX GNTX HGSI GNTX GNTX GNTX GNTX FISV FISV HGSI HGSI HGSI HSIC HGSI HGSI HGSI HGSI FLEX FLEX HSIC HSIC HSIC ICOS HSIC HSIC HSIC HSIC GNTX GNTX ICOS ICOS ICOS INTC ICOS ICOS ICOS ICOS HGSI HGSI INTC INTC INTC INTU INTC INTC INTC INTC HSIC HSIC INTU INTU INTU IVGN INTU INTU INTU INTU ICOS ICOS IVGN IVGN IVGN JDSU IVGN IVGN IVGN IVGN INTC INTC JDSU JDSU JDSU JNPR JDSU JDSU JDSU JDSU INTU INTU JNPR JNPR JNPR KLAC JNPR JNPR JNPR JNPR IVGN IVGN KLAC KLAC KLAC LLTC KLAC KLAC KLAC KLAC JDSU JDSU LLTC LLTC LLTC LNCR LNCR LNCR LNCR LNCR JNPR JNPR LNCR LNCR LNCR MCHP MCHP MCHP MCHP MCHP KLAC KLAC MCHP MCHP MCHP MERQ MERQ MERQ MERQ MERQ LNCR LNCR MERQ MERQ MERQ MLNM MLNM MLNM MLNM MLNM MCHP MCHP MNST MNST MNST MNST MNST MNST MNST MNST MERQ MERQ MOLX MOLX MOLX MOLX MOLX MOLX MOLX MOLX MLNM MLNM MSFT MSFT MSFT MSFT MSFT MSFT MSFT MSFT MNST MNST NTAP NTAP NTAP NTAP NTAP NTAP NTAP NTAP MOLX MOLX NVDA NVDA NVDA NVDA NVLS NVLS NVLS NVLS MSFT MSFT NVLS NVLS NVLS NVLS NXTL NXTL NXTL NXTL NTAP NTAP NXTL NXTL NXTL NXTL ORCL ORCL ORCL ORCL NVLS NVLS ORCL ORCL ORCL ORCL PAYX PAYX PAYX PAYX NXTL NXTL PAYX PAYX PAYX PAYX PDCO PDCO PDCO PDCO ORCL ORCL PDCO PDCO PDCO PDCO PETM PETM PETM PETM PAYX PAYX PETM PETM PETM PETM PIXR PIXR PIXR PIXR PDCO PDCO PIXR PIXR PIXR PIXR PSFT PSFT PSFT PSFT PETM PETM PSFT PSFT PSFT PSFT QCOM QCOM QCOM QCOM PIXR PIXR QCOM QCOM QCOM QCOM QLGC QLGC QLGC QLGC PSFT PSFT QLGC QLGC QLGC QLGC RFMD RFMD RFMD RFMD QCOM QCOM RFMD RFMD RFMD RFMD ROST ROST ROST ROST RFMD RFMD ROST ROST ROST ROST RYAAY RYAAY RYAAY RYAAY ROST ROST RYAAY RYAAY RYAAY RYAAY SANM SANM SANM SANM RYAAY RYAAY SANM SANM SANM SANM SBUX SBUX SBUX SBUX SANM SANM SBUX SBUX SBUX SBUX SEBL SEBL SEBL SEBL SBUX SBUX SEBL SEBL SEBL SEBL SIAL SIAL SIAL SIAL SEBL SEBL SIAL SIAL SIAL SIAL SNPS SNPS SNPS SNPS SIAL SIAL SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SNPS SNPS SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SPLS SPLS SUNW SUNW SUNW SUNW SUNW SUNW SUNW SUNW SSCC SSCC 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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