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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: James Calladine who started this subject	12/1/2003 8:26:24 PM
From: Gottfried	Read Replies (1) of 95572

bpNDX rose one to 74% [SIAL] Nov17 Nov18 Nov19 Nov20 Nov21 Nov24 Nov25 Nov26 Nov28 Dec01 AAPL AAPL AAPL ADBE AAPL ADBE ADBE ALTR ADBE ALTR ALTR AMAT AAPL ALTR AMAT AMAT APCC ADBE AAPL AMAT APCC APCC APOL AMAT AAPL ADBE AAPL AAPL APCC APOL APOL BBBY APCC ADBE ALTR ADBE ADBE APOL BBBY BBBY BEAS APOL AMAT AAPL AMAT ALTR ALTR BBBY BEAS BEAS BIIB BBBY APCC ADBE APCC AMAT AMAT BEAS BIIB BIIB BMET BEAS APOL AMAT APOL APCC APCC BIIB BMET BMET BRCD BMET BBBY APCC BBBY APOL APOL BMET BRCD BRCD BRCM BRCD BEAS APOL BEAS BBBY BBBY BRCD BRCM BRCM CDWC BRCM BMET BBBY BMET BEAS BEAS BRCM CDWC CDWC CHIR CDWC BRCD BEAS BRCD BMET BMET CDWC CHIR CHIR CHRW CHIR BRCM BMET BRCM BRCD BRCD CHIR CHRW CHRW CIEN CHRW CDWC BRCD CDWC BRCM BRCM CHRW CIEN CIEN CMCSA CIEN CHIR BRCM CHIR CDWC CDWC CIEN CMCSA CMCSA CMVT CMCSA CHRW CDWC CHRW CHIR CHIR CMCSA CMVT CMVT COST CMVT CIEN CHIR CIEN CHRW CHRW CMVT COST COST CPWR COST CMCSA CHRW CMCSA CIEN CIEN COST CPWR CPWR CSCO CPWR CMVT CIEN CMVT CMCSA CMCSA CPWR CSCO CSCO CTAS CSCO COST CMCSA COST CMVT CMVT CSCO CTAS CTAS CTXS CTAS CPWR CMVT CPWR COST COST CTAS CTXS CTXS DELL CTXS CSCO COST CSCO CPWR CPWR CTXS DELL DELL ESRX DELL CTAS CPWR CTAS CSCO CSCO DELL ESRX ESRX EXPD DLTR CTXS CSCO CTXS CTAS CTAS ESRX EXPD EXPD FAST ERTS DELL CTAS DELL CTXS CTXS EXPD FAST FAST FLEX ESRX DLTR CTXS ESRX DELL DELL FAST FLEX FLEX GENZ EXPD ESRX DELL EXPD ESRX ESRX FLEX GENZ GENZ GILD FAST EXPD ESRX FAST EXPD EXPD GENZ GILD GILD GNTX FLEX FAST EXPD FLEX FAST FAST GILD GNTX GNTX HSIC GNTX FLEX FAST GILD FLEX FLEX GNTX HSIC HSIC ICOS HSIC GNTX FLEX GNTX GILD GILD HSIC ICOS ICOS INTC ICOS HSIC GNTX HSIC GNTX GNTX ICOS INTC INTC IVGN INTC ICOS HSIC ICOS HSIC HSIC INTC IVGN IVGN JDSU INTU INTC ICOS INTC ICOS ICOS IVGN JDSU JDSU JNPR IVGN INTU INTC IVGN INTC INTC JDSU JNPR JNPR KLAC JDSU IVGN IVGN JDSU IVGN IVGN JNPR KLAC KLAC LAMR JNPR JDSU JDSU JNPR JDSU JDSU KLAC LAMR LAMR LLTC KLAC JNPR JNPR KLAC JNPR JNPR LAMR LLTC LLTC LNCR LAMR KLAC KLAC LAMR KLAC KLAC LLTC LNCR LNCR MCHP LLTC LAMR LAMR LLTC LAMR LAMR LNCR MCHP MCHP MOLX LNCR LLTC LLTC LNCR LLTC LLTC MCHP MOLX MOLX MSFT MCHP LNCR LNCR MCHP LNCR LNCR MOLX MSFT MSFT MXIM MLNM MCHP MCHP MLNM MCHP MCHP MSFT MXIM MXIM NTAP MOLX MLNM MLNM MOLX MOLX MOLX MXIM NTAP NTAP NVDA MSFT MOLX MOLX MSFT MSFT MSFT NTAP NVDA NVDA NVLS MXIM MSFT MSFT MXIM MXIM MXIM NVDA NVLS NVLS NXTL NTAP MXIM MXIM NTAP NTAP NTAP NVLS NXTL NXTL ORCL NVDA NTAP NTAP NVDA NVDA NVDA NXTL ORCL ORCL PAYX NVLS NVDA NVDA NVLS NVLS NVLS ORCL PAYX PAYX PCAR NXTL NVLS NVLS NXTL NXTL NXTL PAYX PCAR PCAR PDCO ORCL NXTL NXTL ORCL ORCL ORCL PCAR PDCO PDCO PETM PAYX ORCL ORCL PAYX PAYX PAYX PDCO PETM PETM PIXR PDCO PAYX PAYX PDCO PDCO PDCO PETM PIXR PIXR PSFT PETM PDCO PDCO PETM PETM PETM PIXR PSFT PSFT QCOM PIXR PETM PETM PIXR PIXR PIXR PSFT QCOM QCOM QLGC PSFT PIXR PIXR PSFT PSFT PSFT QCOM QLGC QLGC RFMD QCOM PSFT PSFT QCOM QCOM QCOM QLGC RFMD RFMD ROST QLGC QCOM QCOM QLGC QLGC QLGC RFMD ROST ROST SANM RFMD QLGC QLGC RFMD RFMD RFMD ROST SANM SANM SBUX ROST RFMD RFMD ROST ROST ROST SANM SBUX SBUX SEBL SANM ROST ROST SANM SANM SANM SBUX SEBL SEBL SIAL SBUX SANM SANM SBUX SBUX SBUX SEBL SNDK SNDK SNDK SEBL SBUX SBUX SEBL SEBL SEBL SNDK SPLS SPLS SPLS SPLS SEBL SEBL SPLS SPLS SPLS SPLS SPOT SPOT SPOT SPOT SPLS SPLS SPOT SPOT SPOT SPOT SSCC SSCC SSCC SSCC SPOT SPOT SSCC SSCC SSCC SSCC SYMC SYMC SYMC SYMC SSCC SSCC SYMC SYMC SYMC SYMC 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

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