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Technology Stocks : Semi Equipment Analysis

SOXX 295.15

-2.3%

Nov 11 4:00 PM EST

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To: Gottfried who wrote (12725)	12/10/2003 8:27:01 PM
From: Gottfried	Read Replies (2) of 95396

bpNDX fell one to 67% [JNPR] Nov26 Nov28 Dec01 Dec02 Dec03 Dec04 Dec05 Dec08 Dec09 Dec10 AAPL AAPL ADBE AAPL AAPL AAPL AAPL ADBE ALTR ADBE ADBE AAPL ADBE ADBE ALTR AMAT ALTR ALTR ADBE AAPL ALTR ALTR AMAT APCC AMAT AMAT ALTR ADBE AMAT AMAT APCC APOL APCC APCC AMAT ALTR APCC APCC APOL BBBY APOL APOL APCC AMAT APOL APOL BBBY BEAS BBBY BBBY BBBY APCC AAPL BBBY BBBY BEAS BIIB BEAS BIIB BIIB BBBY ALTR AAPL BEAS BEAS BIIB BMET BIIB BMET BMET BIIB AMAT ALTR BIIB BIIB BMET BRCD BMET BRCD BRCD BMET APCC AMAT BMET BMET BRCD BRCM BRCD BRCM BRCM BRCD BBBY APCC BRCD BRCD BRCM CDWC BRCM CDWC CDWC BRCM BIIB BBBY BRCM BRCM CDWC CEPH CDWC CEPH CEPH CDWC BMET BIIB CDWC CDWC CHIR CHIR CEPH CHIR CHIR CEPH BRCD BMET CHIR CHIR CHRW CHRW CHIR CHRW CHRW CHIR CDWC BRCD CHRW CHRW CIEN CIEN CHRW CIEN CIEN CHRW CEPH CDWC CIEN CIEN CMCSA CMCSA CIEN CMCSA CMCSA CIEN CHIR CEPH CMCSA CMCSA CMVT CMVT CMCSA CMVT CMVT CMCSA CHRW CHIR CMVT CMVT COST COST CMVT COST COST CMVT CIEN CHRW COST COST CPWR CPWR COST CPWR CPWR COST CMCSA CIEN CPWR CPWR CSCO CSCO CPWR CSCO CSCO CPWR CMVT CMCSA CSCO CSCO CTAS CTAS CSCO CTAS CTAS CSCO COST CMVT CTAS CTAS CTXS CTXS CTAS CTXS CTXS CTAS CPWR COST CTXS CTXS DELL DELL CTXS DELL DELL CTXS CSCO CPWR DELL DELL ESRX ESRX DELL ESRX ESRX DELL CTAS CSCO ESRX ESRX EXPD EXPD ESRX EXPD EXPD ESRX CTXS CTAS EXPD EXPD FAST FAST EXPD FAST FAST EXPD DELL CTXS FAST FAST FLEX FLEX FAST FLEX FLEX FAST ESRX DELL FLEX FLEX GENZ GENZ FLEX GENZ GENZ FLEX EXPD ESRX GENZ GENZ GILD GILD GENZ GILD GILD GENZ FAST EXPD GILD GILD GNTX GNTX GILD GNTX GNTX GILD FLEX FAST GNTX GNTX HSIC HSIC GNTX HSIC HSIC GNTX GENZ FLEX HSIC HSIC ICOS ICOS HSIC ICOS ICOS HSIC GILD GENZ ICOS ICOS INTC INTC ICOS INTC INTC INTC GNTX GILD INTC INTC IVGN IVGN INTC IVGN IVGN IVGN HSIC GNTX IVGN IVGN JDSU JDSU IVGN JDSU JDSU JDSU INTC HSIC JDSU JDSU JNPR JNPR JDSU JNPR JNPR JNPR INTU INTC JNPR JNPR KLAC KLAC JNPR KLAC KLAC KLAC IVGN INTU KLAC KLAC LAMR LAMR KLAC LAMR LAMR LAMR JDSU IVGN LAMR LAMR LLTC LLTC LAMR LLTC LLTC LLTC JNPR JDSU LLTC LLTC LNCR LNCR LLTC LNCR LNCR LNCR LAMR LAMR LNCR LNCR MCHP MCHP LNCR MCHP MCHP MCHP LLTC LLTC MCHP MCHP MOLX MOLX MCHP MOLX MOLX MOLX LNCR LNCR MOLX MOLX MSFT MSFT MOLX MSFT MSFT MSFT MOLX MOLX MSFT MSFT MXIM MXIM MSFT MXIM MXIM MXIM MSFT MSFT MXIM MXIM NTAP NTAP MXIM NTAP NTAP NTAP MXIM MXIM NTAP NTAP NVDA NVDA NTAP NVDA NVDA NVDA NVDA NVDA NVDA NVDA NVLS NVLS NVDA NVLS NVLS NVLS NVLS NVLS NVLS NVLS NXTL NXTL NVLS NXTL NXTL NXTL NXTL NXTL NXTL NXTL ORCL ORCL NXTL ORCL ORCL ORCL ORCL ORCL ORCL ORCL PAYX PAYX ORCL PAYX PAYX PAYX PAYX PAYX PAYX PAYX PCAR PCAR PAYX PCAR PCAR PCAR PCAR PCAR PCAR PCAR PDCO PDCO PCAR PDCO PDCO PDCO PDCO PDCO PDCO PDCO PETM PETM PDCO PETM PETM PETM PETM PETM PETM PETM PIXR PIXR PETM PIXR PIXR PIXR PIXR PIXR PIXR PIXR PSFT PSFT PIXR PSFT PSFT PSFT PSFT PSFT PSFT PSFT QCOM QCOM PSFT QCOM PTEN PTEN PTEN PTEN QCOM QCOM QLGC QLGC QCOM QLGC QCOM QCOM QCOM QCOM QLGC QLGC RFMD RFMD QLGC RFMD RFMD RFMD RFMD RFMD RFMD RFMD ROST ROST RFMD ROST ROST ROST ROST ROST ROST ROST SANM SANM ROST SANM SANM SANM SANM SANM SANM SANM SBUX SBUX SANM SBUX SBUX SBUX SBUX SBUX SBUX SBUX SEBL SEBL SBUX SEBL SEBL SEBL SEBL SEBL SEBL SEBL SIAL SIAL SEBL SIAL SIAL SIAL SIAL SIAL SNDK SNDK SNDK SNDK SIAL SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPOT SPOT SPOT SPOT SPOT SPOT SPOT SPOT SPOT SPOT SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SUNW SUNW SUNW SUNW SUNW 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

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