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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 (11943)	10/3/2003 9:28:53 PM
From: Gottfried	Read Replies (2) of 95383

bpNDX added EBAY to rise to 73% Sep22 Sep23 Sep24 Sep25 Sep26 Sep29 Sep30 Oct01 Oct02 Oct03 AAPL AAPL ADBE ADBE ALTR AAPL AAPL AAPL ALTR AMAT ADBE ADBE ADBE AAPL AMAT AMGN ALTR ALTR ALTR ADBE AMGN AMZN AMAT AMAT AMAT ALTR AMZN APCC AMGN AMGN AMGN AMAT AAPL APCC APOL AMZN AMZN AMZN AMZN ADBE AAPL APOL BBBY APCC APCC APCC APCC ALTR ADBE AAPL BBBY BEAS APOL APOL APOL APOL AMAT ALTR AAPL ADBE BEAS BMET BBBY BBBY BBBY BBBY AMZN AMAT ADBE AMAT BMET BRCD BEAS BEAS BEAS BEAS APCC AMZN AMAT AMZN BRCD CDWC BMET BMET BMET BMET APOL APCC AMZN APCC CDWC CHIR BRCD BRCD BRCD BRCD BBBY APOL APCC APOL CHIR CHRW CDWC CDWC CDWC CDWC BEAS BBBY APOL BBBY CHRW CIEN CHIR CHIR CHIR CHIR BMET BEAS BBBY BEAS CIEN CMVT CHRW CHRW CHRW CHRW BRCD BMET BEAS BMET CMVT COST CIEN CIEN CIEN CIEN CDWC BRCD BMET BRCD COST CPWR COST COST COST COST CHIR CDWC BRCD CDWC CPWR CSCO CPWR CPWR CPWR CPWR CHRW CHIR CDWC CHIR CSCO CTAS CSCO CSCO CSCO CSCO CIEN CHRW CHIR CHRW CTAS CTXS CTAS CTAS CTAS CTAS COST CIEN CHRW CIEN CTXS DELL CTXS CTXS CTXS CTXS CPWR COST CIEN COST DELL DISH DELL DELL DELL DELL CSCO CPWR COST CPWR DISH DLTR DISH DISH DISH DISH CTXS CSCO CPWR CSCO DLTR EBAY DLTR DLTR DLTR DLTR DELL CTXS CSCO CTXS EBAY ERICY EBAY EBAY EBAY EBAY DISH DELL CTXS DELL ERICY ERTS ERICY ERICY ERICY ERICY DLTR DISH DELL DISH ERTS EXPD ERTS ERTS ERTS ERTS EBAY DLTR DISH DLTR EXPD FAST EXPD EXPD EXPD EXPD ERICY ERICY DLTR EBAY FAST FHCC FAST FAST FAST FAST ERTS ERTS ERICY ERICY FHCC FISV FHCC FHCC FHCC FHCC EXPD EXPD ERTS ERTS FISV FLEX FISV FISV FISV FISV FAST FAST EXPD EXPD FLEX GNTX FLEX FLEX FLEX FLEX FHCC FHCC FAST FAST GNTX HGSI GNTX GNTX GNTX GNTX FISV FISV FHCC FHCC HGSI HSIC HGSI HGSI HGSI HGSI FLEX FLEX FISV FISV HSIC ICOS HSIC HSIC HSIC HSIC GNTX GNTX FLEX FLEX ICOS INTC ICOS ICOS ICOS ICOS HGSI HGSI GNTX GNTX INTC INTU INTC INTC INTC INTC HSIC HSIC HGSI HGSI INTU IVGN INTU INTU INTU INTU ICOS ICOS HSIC HSIC IVGN JDSU IVGN IVGN IVGN IVGN INTC INTC ICOS ICOS JDSU JNPR JDSU JDSU JDSU JDSU INTU INTU INTC INTC JNPR KLAC JNPR JNPR JNPR JNPR IVGN IVGN INTU INTU KLAC LLTC KLAC KLAC KLAC KLAC JDSU JDSU IVGN IVGN LLTC LNCR LNCR LNCR LNCR LNCR JNPR JNPR JDSU JDSU LNCR MCHP MCHP MCHP MCHP MCHP KLAC KLAC JNPR JNPR MCHP MERQ MERQ MERQ MERQ MERQ LNCR LNCR KLAC KLAC MERQ MLNM MLNM MLNM MLNM MLNM MCHP MCHP LNCR LNCR MNST MNST MNST MNST MNST MNST MERQ MERQ MCHP MCHP MOLX MOLX MOLX MOLX MOLX MOLX MLNM MLNM MERQ MERQ MSFT MSFT MSFT MSFT MSFT MSFT MNST MNST MLNM MLNM NTAP NTAP NTAP NTAP NTAP NTAP MOLX MOLX MNST MNST NVDA NVDA NVLS NVLS NVLS NVLS MSFT MSFT MOLX MOLX NVLS NVLS NXTL NXTL NXTL NXTL NTAP NTAP MSFT MSFT NXTL NXTL ORCL ORCL ORCL ORCL NVLS NVLS NTAP NTAP ORCL ORCL PAYX PAYX PAYX PAYX NXTL NXTL NVLS NVLS PAYX PAYX PDCO PDCO PDCO PDCO ORCL ORCL NXTL NXTL PDCO PDCO PETM PETM PETM PETM PAYX PAYX ORCL ORCL PETM PETM PIXR PIXR PIXR PIXR PDCO PDCO PAYX PAYX PIXR PIXR PSFT PSFT PSFT PSFT PETM PETM PDCO PDCO PSFT PSFT QCOM QCOM QCOM QCOM PIXR PIXR PETM PETM QCOM QCOM QLGC QLGC QLGC QLGC PSFT PSFT PIXR PIXR QLGC QLGC RFMD RFMD RFMD RFMD QCOM QCOM PSFT PSFT RFMD RFMD ROST ROST ROST ROST RFMD RFMD QCOM QCOM ROST ROST RYAAY RYAAY RYAAY RYAAY ROST ROST RFMD RFMD RYAAY RYAAY SANM SANM SANM SANM RYAAY RYAAY ROST ROST SANM SANM SBUX SBUX SBUX SBUX SANM SANM RYAAY RYAAY SBUX SBUX SEBL SEBL SEBL SEBL SBUX SBUX SANM SANM SEBL SEBL SIAL SIAL SIAL SIAL SEBL SEBL SBUX SBUX SIAL SIAL SNPS SNPS SNPS SNPS SIAL SIAL SEBL SEBL SPLS SPLS SPLS SPLS SPLS SPLS SNPS SNPS SIAL SIAL SSCC SSCC SSCC SSCC SSCC SSCC SPLS SPLS SPLS SPLS SUNW SUNW SUNW SUNW SUNW SUNW SSCC SSCC 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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