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Technology Stocks : Semi Equipment Analysis

SOXX 297.50

-2.6%

Nov 6 4:00 PM EST

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To: Gottfried who wrote (12775)	12/19/2003 9:58:42 PM
From: Gottfried	Read Replies (1) of 95383

bpNDX fell two to 65% [PAYX CHRW] Dec08 Dec09 Dec10 Dec11 Dec12 Dec15 Dec16 Dec17 Dec18 Dec19 AAPL ADBE ALTR AMAT AAPL APCC AAPL ALTR AAPL BBBY ALTR AAPL AAPL AAPL AMAT ALTR AAPL AAPL BIIB AMAT ALTR ALTR ALTR APCC AMAT ALTR ALTR BMET APCC AMAT AMAT AMAT BBBY APCC AMAT AMAT AAPL BRCD BBBY APCC APCC APCC BIIB BIIB APCC APCC ALTR BRCM BIIB BBBY BBBY BBBY BMET BMET BIIB BIIB AMAT CDWC BMET BIIB BIIB BIIB BRCD BRCD BMET BMET APCC CEPH BRCD BMET BMET BMET CEPH CEPH BRCD BRCD BIIB CHIR CDWC BRCD BRCD BRCD CHIR CHIR CEPH CEPH BMET CHRW CEPH CDWC CEPH CEPH CHRW CHRW CHIR CHIR BRCD CIEN CHIR CEPH CHIR CHIR CIEN CIEN CHRW CHRW CEPH CMCSA CHRW CHIR CHRW CHRW CMCSA CMCSA CIEN CIEN CHIR CMVT CIEN CHRW CIEN CIEN CMVT CMVT CMCSA CMCSA CIEN COST CMCSA CIEN CMCSA CMCSA COST COST CMVT CMVT CMCSA CPWR CMVT CMCSA CMVT CMVT CPWR CPWR COST COST CMVT CSCO COST CMVT COST COST CSCO CSCO CPWR CPWR COST CTAS CPWR COST CPWR CPWR CTAS CTAS CSCO CSCO CPWR CTXS CSCO CPWR CSCO CSCO CTXS CTXS CTAS CTAS CSCO DELL CTAS CSCO CTAS CTAS DELL DELL CTXS CTXS CTAS ESRX CTXS CTAS CTXS CTXS EBAY EBAY DELL DELL CTXS EXPD DELL CTXS DELL DELL ESRX ESRX EBAY EBAY DELL FAST ESRX DELL ESRX ESRX EXPD EXPD ESRX ESRX EBAY FLEX EXPD ESRX EXPD EXPD FAST FAST EXPD EXPD ESRX GENZ FAST EXPD FAST FAST FISV FISV FAST FAST EXPD GILD FLEX FAST FLEX FLEX FLEX FLEX FISV FISV FAST GNTX GENZ FLEX GENZ GENZ GENZ GENZ FLEX FLEX FISV HSIC GILD GENZ GILD GILD GILD GILD GENZ GENZ FLEX INTC GNTX GILD GNTX GNTX GNTX GNTX GILD GILD GENZ IVGN HSIC GNTX HSIC HSIC HSIC HSIC GNTX GNTX GILD JDSU INTC HSIC INTC INTC INTC INTC HSIC HSIC GNTX JNPR INTU INTC INTU INTU INTU INTU INTC INTC HSIC KLAC IVGN INTU IVGN IVGN IVGN IVGN INTU INTU INTC LAMR JDSU IVGN JDSU JDSU JDSU JDSU IVGN IVGN INTU LLTC JNPR JDSU LAMR LAMR LAMR LAMR JDSU JDSU IVGN LNCR LAMR LAMR LLTC LLTC LLTC LLTC LAMR LAMR JDSU MCHP LLTC LLTC LNCR LNCR LNCR LNCR LLTC LLTC LAMR MOLX LNCR LNCR MOLX MOLX MOLX MOLX LNCR LNCR LLTC MSFT MOLX MOLX MSFT MSFT MSFT MSFT MOLX MOLX LNCR MXIM MSFT MSFT MXIM MXIM MXIM NVDA MSFT MSFT MOLX NTAP MXIM MXIM NVDA NVDA NVDA NVLS NVDA NVDA MSFT NVDA NVDA NVDA NVLS NVLS NVLS NXTL NVLS NVLS NVDA NVLS NVLS NVLS NXTL NXTL NXTL ORCL NXTL NXTL NVLS NXTL NXTL NXTL ORCL ORCL ORCL PAYX ORCL ORCL NXTL ORCL ORCL ORCL PAYX PAYX PAYX PCAR PAYX PAYX ORCL PAYX PAYX PAYX PCAR PCAR PCAR PDCO PCAR PCAR PCAR PCAR PCAR PCAR PDCO PDCO PDCO PETM PDCO PDCO PDCO PDCO PDCO PDCO PETM PETM PETM PIXR PETM PETM PETM PETM PETM PETM PIXR PIXR PIXR PSFT PSFT PSFT PSFT PIXR PIXR PIXR PSFT PSFT PSFT PTEN PTEN PTEN PTEN PSFT PSFT PSFT PTEN PTEN PTEN QCOM QCOM QCOM QCOM PTEN PTEN PTEN QCOM QCOM QCOM RFMD RFMD RFMD RFMD QCOM QCOM QCOM RFMD RFMD RFMD ROST ROST ROST ROST RFMD RFMD RFMD ROST ROST ROST RYAAY RYAAY RYAAY RYAAY ROST ROST ROST SANM SANM SANM SANM SANM SANM SANM SANM SANM SANM SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SNPS SNPS SNPS SNPS SNPS SNPS SNPS 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 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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