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Technology Stocks : Semi Equipment Analysis

SOXX 302.00

+2.6%

Nov 10 4:00 PM EST

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To: Gottfried who wrote (12747)	12/12/2003 9:07:53 PM
From: Gottfried	Read Replies (3) of 95390

bpNDX remains at 67% for the third day Dec01 Dec02 Dec03 Dec04 Dec05 Dec08 Dec09 Dec10 Dec11 Dec12 AAPL AAPL ADBE AAPL AAPL ADBE ALTR ADBE ADBE AAPL ALTR AMAT ALTR ALTR ADBE AAPL AMAT APCC AMAT AMAT ALTR ADBE APCC APOL APCC APCC AMAT ALTR APOL BBBY APOL APOL APCC AMAT BBBY BEAS BBBY BBBY BBBY APCC AAPL BEAS BIIB BEAS BIIB BIIB BBBY ALTR AAPL AAPL AAPL BIIB BMET BIIB BMET BMET BIIB AMAT ALTR ALTR ALTR BMET BRCD BMET BRCD BRCD BMET APCC AMAT AMAT AMAT BRCD BRCM BRCD BRCM BRCM BRCD BBBY APCC APCC APCC BRCM CDWC BRCM CDWC CDWC BRCM BIIB BBBY BBBY BBBY CDWC CEPH CDWC CEPH CEPH CDWC BMET BIIB BIIB BIIB CHIR CHIR CEPH CHIR CHIR CEPH BRCD BMET BMET BMET CHRW CHRW CHIR CHRW CHRW CHIR CDWC BRCD BRCD BRCD CIEN CIEN CHRW CIEN CIEN CHRW CEPH CDWC CEPH CEPH CMCSA CMCSA CIEN CMCSA CMCSA CIEN CHIR CEPH CHIR CHIR CMVT CMVT CMCSA CMVT CMVT CMCSA CHRW CHIR CHRW CHRW COST COST CMVT COST COST CMVT CIEN CHRW CIEN CIEN CPWR CPWR COST CPWR CPWR COST CMCSA CIEN CMCSA CMCSA CSCO CSCO CPWR CSCO CSCO CPWR CMVT CMCSA CMVT CMVT CTAS CTAS CSCO CTAS CTAS CSCO COST CMVT COST COST CTXS CTXS CTAS CTXS CTXS CTAS CPWR COST CPWR CPWR DELL DELL CTXS DELL DELL CTXS CSCO CPWR CSCO CSCO ESRX ESRX DELL ESRX ESRX DELL CTAS CSCO CTAS CTAS EXPD EXPD ESRX EXPD EXPD ESRX CTXS CTAS CTXS CTXS FAST FAST EXPD FAST FAST EXPD DELL CTXS DELL DELL FLEX FLEX FAST FLEX FLEX FAST ESRX DELL ESRX ESRX GENZ GENZ FLEX GENZ GENZ FLEX EXPD ESRX EXPD EXPD GILD GILD GENZ GILD GILD GENZ FAST EXPD FAST FAST GNTX GNTX GILD GNTX GNTX GILD FLEX FAST FLEX FLEX HSIC HSIC GNTX HSIC HSIC GNTX GENZ FLEX GENZ GENZ ICOS ICOS HSIC ICOS ICOS HSIC GILD GENZ GILD GILD INTC INTC ICOS INTC INTC INTC GNTX GILD GNTX GNTX IVGN IVGN INTC IVGN IVGN IVGN HSIC GNTX HSIC HSIC JDSU JDSU IVGN JDSU JDSU JDSU INTC HSIC INTC INTC JNPR JNPR JDSU JNPR JNPR JNPR INTU INTC INTU INTU KLAC KLAC JNPR KLAC KLAC KLAC IVGN INTU IVGN IVGN LAMR LAMR KLAC LAMR LAMR LAMR JDSU IVGN JDSU JDSU LLTC LLTC LAMR LLTC LLTC LLTC JNPR JDSU LAMR LAMR LNCR LNCR LLTC LNCR LNCR LNCR LAMR LAMR LLTC LLTC MCHP MCHP LNCR MCHP MCHP MCHP LLTC LLTC LNCR LNCR 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 NVDA NVDA NVDA NVDA NTAP NVDA NVDA NVDA NVDA NVDA NVLS NVLS NVLS NVLS NVDA NVLS NVLS NVLS NVLS NVLS NXTL NXTL NXTL NXTL NVLS NXTL NXTL NXTL NXTL NXTL ORCL ORCL ORCL ORCL NXTL ORCL ORCL ORCL ORCL ORCL PAYX PAYX PAYX PAYX ORCL PAYX PAYX PAYX PAYX PAYX PCAR PCAR PCAR PCAR PAYX PCAR PCAR PCAR PCAR PCAR PDCO PDCO PDCO PDCO PCAR PDCO PDCO PDCO PDCO PDCO PETM PETM PETM PETM PDCO PETM PETM PETM PETM PETM PIXR PIXR PIXR PIXR PETM PIXR PIXR PIXR PIXR PIXR PSFT PSFT PSFT PSFT PIXR PSFT PSFT PSFT PSFT PSFT PTEN PTEN QCOM QCOM PSFT QCOM PTEN PTEN PTEN PTEN QCOM QCOM QLGC QLGC QCOM QLGC QCOM QCOM QCOM QCOM RFMD RFMD RFMD RFMD QLGC RFMD RFMD RFMD RFMD RFMD ROST ROST ROST ROST RFMD ROST ROST ROST ROST ROST SANM SANM SANM SANM ROST SANM SANM SANM SANM SANM SBUX SBUX SBUX SBUX SANM SBUX SBUX SBUX SBUX SBUX SEBL SEBL SEBL SEBL SBUX SEBL SEBL SEBL SEBL SEBL SIAL SIAL SIAL SIAL SEBL SIAL SIAL SIAL SIAL SIAL SNPS SNPS 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 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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