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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Gottfried who wrote (12251)	10/29/2003 9:35:04 PM
From: Gottfried	Read Replies (2) of 95531

bpNDX rose 3 to 78% [SPOT CMVT CMCSA] Oct16 Oct17 Oct20 Oct21 Oct22 Oct23 Oct24 Oct27 Oct28 Oct29 AAPL AAPL AAPL ADBE ADBE ADBE AAPL AAPL AMAT AMAT AMAT ADBE AAPL ADBE AMZN AMZN AMZN AMAT ADBE AMAT APCC APCC APCC AMZN AMAT AAPL AAPL AAPL AAPL AMZN BBBY BBBY BBBY APCC AMZN ADBE ADBE ADBE ADBE APCC BEAS BEAS BEAS BBBY APCC AMAT AMAT AMAT AMAT BBBY BMET BMET BMET BEAS BBBY AMZN AMZN AMZN AMZN BEAS BRCD BRCD BRCD BMET BEAS APCC APCC APCC APCC BMET BRCM BRCM BRCM BRCD BMET BBBY BBBY BBBY BBBY BRCD CDWC CDWC CDWC BRCM BRCD BEAS BEAS BEAS BEAS BRCM CHIR CHIR CHIR CDWC BRCM BMET BMET BMET BMET CDWC CHRW CHRW CHRW CHIR CDWC BRCD BRCD BRCD BRCD CHIR CIEN CIEN CIEN CHRW CHIR BRCM BRCM BRCM BRCM CHRW COST COST COST CIEN CHRW CDWC CDWC CDWC CDWC CIEN CPWR CPWR CPWR COST CIEN CHIR CHIR CHIR CHIR CMCSA CSCO CSCO CSCO CPWR COST CHRW CHRW CHRW CHRW CMVT CTAS CTAS CTAS CSCO CPWR CIEN CIEN CIEN CIEN COST CTXS CTXS CTXS CTAS CSCO COST COST COST COST CPWR DELL DELL DELL CTXS CTAS CPWR CPWR CPWR CPWR CSCO DISH DISH DISH DELL CTXS CSCO CSCO CSCO CSCO CTAS DLTR DLTR DLTR DISH DELL CTAS CTAS CTAS CTAS CTXS EBAY EBAY EBAY DLTR DISH CTXS CTXS CTXS CTXS DELL ERICY ERICY ERICY EBAY DLTR DELL DELL DELL DELL DISH ERTS ERTS ERTS ERICY EBAY DISH DISH DISH DISH DLTR EXPD EXPD EXPD ERTS ERICY DLTR DLTR DLTR DLTR EBAY FAST FAST FAST EXPD ERTS EBAY EBAY EBAY EBAY ERICY FHCC FHCC FHCC FAST EXPD ERICY ERICY ERICY ERICY ERTS FISV FISV FISV FHCC FAST ERTS ERTS ERTS ERTS EXPD FLEX FLEX FLEX FISV FHCC EXPD EXPD EXPD EXPD FAST GENZ GENZ GENZ FLEX FLEX FAST FAST FAST FAST FHCC GNTX GNTX GNTX GENZ GENZ FHCC FHCC FHCC FHCC FLEX HGSI HGSI HGSI GNTX GNTX FLEX FLEX FLEX FLEX GENZ HSIC HSIC HSIC HGSI HGSI GENZ GENZ GENZ GENZ GNTX IACI IACI IACI HSIC HSIC GNTX GNTX GNTX GNTX HGSI ICOS ICOS ICOS IACI IACI HGSI HGSI HGSI HGSI HSIC INTC INTC INTC ICOS ICOS HSIC HSIC HSIC HSIC IACI INTU INTU INTU INTC INTC IACI IACI IACI IACI ICOS IVGN IVGN IVGN INTU INTU ICOS ICOS ICOS ICOS INTC JDSU JDSU JDSU IVGN IVGN INTC INTC INTC INTC INTU JNPR JNPR JNPR JDSU JDSU INTU INTU INTU INTU IVGN KLAC KLAC KLAC JNPR JNPR IVGN IVGN IVGN IVGN JDSU LLTC LLTC LLTC KLAC KLAC JDSU JDSU JDSU JDSU JNPR LNCR LNCR LNCR LLTC LLTC JNPR JNPR JNPR JNPR KLAC MCHP MCHP MCHP LNCR LNCR KLAC KLAC KLAC KLAC LLTC MERQ MERQ MERQ MCHP MCHP LLTC LLTC LLTC LLTC LNCR MLNM MLNM MLNM MERQ MERQ LNCR LNCR LNCR LNCR MCHP MNST MNST MNST MLNM MLNM MCHP MCHP MCHP MCHP MLNM MOLX MOLX MOLX MNST MNST MLNM MLNM MLNM MLNM MNST MSFT MSFT MSFT MOLX MOLX MNST MNST MNST MNST MOLX MXIM MXIM MXIM MSFT MSFT MOLX MOLX MOLX MOLX MSFT NTAP NTAP NTAP MXIM MXIM MSFT MSFT MSFT MSFT MXIM NVLS NVLS NVLS NTAP NTAP MXIM MXIM MXIM MXIM NTAP NXTL NXTL NXTL NVLS NVLS NTAP NTAP NTAP NTAP NVLS ORCL ORCL ORCL NXTL NXTL NVLS NVLS NVLS NVLS NXTL PAYX PAYX PAYX ORCL ORCL NXTL NXTL NXTL NXTL ORCL PDCO PDCO PDCO PAYX PAYX ORCL ORCL ORCL ORCL PAYX PETM PETM PETM PDCO PDCO PAYX PAYX PAYX PAYX PDCO PIXR PIXR PIXR PETM PETM PDCO PDCO PDCO PDCO PETM PSFT PSFT PSFT PIXR PIXR PETM PETM PETM PETM PIXR QCOM QCOM QCOM PSFT PSFT PIXR PIXR PIXR PIXR PSFT QLGC QLGC QLGC QCOM QCOM PSFT PSFT PSFT PSFT QCOM RFMD RFMD RFMD QLGC QLGC QCOM QCOM QCOM QCOM QLGC ROST ROST ROST RFMD RFMD QLGC QLGC QLGC QLGC RFMD RYAAY RYAAY RYAAY ROST ROST RFMD RFMD RFMD RFMD ROST SANM SANM SANM RYAAY RYAAY ROST ROST ROST ROST RYAAY SBUX SBUX SBUX SANM SANM RYAAY RYAAY RYAAY RYAAY SANM SEBL SEBL SEBL SBUX SBUX SANM SANM SANM SANM SBUX SIAL SIAL SIAL SEBL SEBL SBUX SBUX SBUX SBUX SEBL SPLS SPLS SPLS SIAL SIAL SEBL SEBL SEBL SEBL SPLS SSCC SSCC SSCC SPLS SPLS SPLS SPLS SPLS SPLS SPOT SYMC SYMC SYMC SSCC SSCC SSCC SSCC SSCC SSCC SSCC TEVA TEVA TEVA SYMC SYMC SYMC SYMC SYMC SYMC SYMC VRSN VRSN VRSN TEVA TEVA TEVA TEVA TEVA TEVA TEVA VRTS VRTS VRTS VRSN VRSN VRSN VRSN VRSN VRSN VRSN WFMI WFMI WFMI VRTS VRTS VRTS VRTS VRTS VRTS VRTS XLNX XLNX XLNX WFMI WFMI WFMI WFMI WFMI WFMI WFMI XRAY XRAY XRAY XLNX XLNX XLNX XLNX XLNX XLNX XLNX YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO

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