Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 299.67

+1.5%

Nov 12 4:00 PM EST

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To: James Calladine who started this subject	12/4/2003 7:58:48 PM
From: Gottfried	Read Replies (1) of 95406

bpNDX still 74% [added SUNW but dropped BEAS] Nov20 Nov21 Nov24 Nov25 Nov26 Nov28 Dec01 Dec02 Dec03 Dec04 AAPL AAPL ADBE AAPL AAPL AAPL AAPL ADBE ALTR ADBE ADBE AAPL ADBE ADBE ALTR AMAT ALTR ALTR ADBE ALTR ALTR AMAT APCC AMAT AMAT ALTR AMAT AMAT APCC APOL APCC APCC AAPL AMAT APCC APCC APOL BBBY APOL APOL ADBE AAPL AAPL APCC APOL APOL BBBY BEAS BBBY BBBY ALTR ADBE ADBE APOL BBBY BBBY BEAS BIIB BEAS BIIB AMAT ALTR ALTR BBBY BEAS BEAS BIIB BMET BIIB BMET APCC AMAT AMAT BEAS BIIB BIIB BMET BRCD BMET BRCD APOL APCC APCC BIIB BMET BMET BRCD BRCM BRCD BRCM BBBY APOL APOL BMET BRCD BRCD BRCM CDWC BRCM CDWC BEAS BBBY BBBY BRCD BRCM BRCM CDWC CEPH CDWC CEPH BMET BEAS BEAS BRCM CDWC CDWC CHIR CHIR CEPH CHIR BRCD BMET BMET CDWC CHIR CHIR CHRW CHRW CHIR CHRW BRCM BRCD BRCD CHIR CHRW CHRW CIEN CIEN CHRW CIEN CDWC BRCM BRCM CHRW CIEN CIEN CMCSA CMCSA CIEN CMCSA CHIR CDWC CDWC CIEN CMCSA CMCSA CMVT CMVT CMCSA CMVT CHRW CHIR CHIR CMCSA CMVT CMVT COST COST CMVT COST CIEN CHRW CHRW CMVT COST COST CPWR CPWR COST CPWR CMCSA CIEN CIEN COST CPWR CPWR CSCO CSCO CPWR CSCO CMVT CMCSA CMCSA CPWR CSCO CSCO CTAS CTAS CSCO CTAS COST CMVT CMVT CSCO CTAS CTAS CTXS CTXS CTAS CTXS CPWR COST COST CTAS CTXS CTXS DELL DELL CTXS DELL CSCO CPWR CPWR CTXS DELL DELL ESRX ESRX DELL ESRX CTAS CSCO CSCO DELL ESRX ESRX EXPD EXPD ESRX EXPD CTXS CTAS CTAS ESRX EXPD EXPD FAST FAST EXPD FAST DELL CTXS CTXS EXPD FAST FAST FLEX FLEX FAST FLEX ESRX DELL DELL FAST FLEX FLEX GENZ GENZ FLEX GENZ EXPD ESRX ESRX FLEX GENZ GENZ GILD GILD GENZ GILD FAST EXPD EXPD GENZ GILD GILD GNTX GNTX GILD GNTX FLEX FAST FAST GILD GNTX GNTX HSIC HSIC GNTX HSIC GILD FLEX FLEX GNTX HSIC HSIC ICOS ICOS HSIC ICOS GNTX GILD GILD HSIC ICOS ICOS INTC INTC ICOS INTC HSIC GNTX GNTX ICOS INTC INTC IVGN IVGN INTC IVGN ICOS HSIC HSIC INTC IVGN IVGN JDSU JDSU IVGN JDSU INTC ICOS ICOS IVGN JDSU JDSU JNPR JNPR JDSU JNPR IVGN INTC INTC JDSU JNPR JNPR KLAC KLAC JNPR KLAC JDSU IVGN IVGN JNPR KLAC KLAC LAMR LAMR KLAC LAMR JNPR JDSU JDSU KLAC LAMR LAMR LLTC LLTC LAMR LLTC KLAC JNPR JNPR LAMR LLTC LLTC LNCR LNCR LLTC LNCR LAMR KLAC KLAC LLTC LNCR LNCR MCHP MCHP LNCR MCHP LLTC LAMR LAMR LNCR MCHP MCHP MOLX MOLX MCHP MOLX LNCR LLTC LLTC MCHP MOLX MOLX MSFT MSFT MOLX MSFT MCHP LNCR LNCR MOLX MSFT MSFT MXIM MXIM MSFT MXIM MLNM MCHP MCHP MSFT MXIM MXIM NTAP NTAP MXIM NTAP MOLX MOLX MOLX MXIM NTAP NTAP NVDA NVDA NTAP NVDA MSFT MSFT MSFT NTAP NVDA NVDA NVLS NVLS NVDA NVLS MXIM MXIM MXIM NVDA NVLS NVLS NXTL NXTL NVLS NXTL NTAP NTAP NTAP NVLS NXTL NXTL ORCL ORCL NXTL ORCL NVDA NVDA NVDA NXTL ORCL ORCL PAYX PAYX ORCL PAYX NVLS NVLS NVLS ORCL PAYX PAYX PCAR PCAR PAYX PCAR NXTL NXTL NXTL PAYX PCAR PCAR PDCO PDCO PCAR PDCO ORCL ORCL ORCL PCAR PDCO PDCO PETM PETM PDCO PETM PAYX PAYX PAYX PDCO PETM PETM PIXR PIXR PETM PIXR PDCO PDCO PDCO PETM PIXR PIXR PSFT PSFT PIXR PSFT PETM PETM PETM PIXR PSFT PSFT QCOM QCOM PSFT QCOM PIXR PIXR PIXR PSFT QCOM QCOM QLGC QLGC QCOM QLGC PSFT PSFT PSFT QCOM QLGC QLGC RFMD RFMD QLGC RFMD QCOM QCOM QCOM QLGC RFMD RFMD ROST ROST RFMD ROST QLGC QLGC QLGC RFMD ROST ROST SANM SANM ROST SANM RFMD RFMD RFMD ROST SANM SANM SBUX SBUX SANM SBUX ROST ROST ROST SANM SBUX SBUX SEBL SEBL SBUX SEBL SANM SANM SANM SBUX SEBL SEBL SIAL SIAL SEBL SIAL SBUX SBUX SBUX SEBL SNDK SNDK SNDK SNDK SIAL SPLS SEBL SEBL SEBL SNDK SPLS SPLS SPLS SPLS SPLS SPOT SPLS SPLS SPLS SPLS SPOT SPOT SPOT SPOT SPOT SSCC SPOT SPOT SPOT SPOT SSCC SSCC SSCC SSCC SSCC SUNW SSCC SSCC SSCC SSCC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC 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

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