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Technology Stocks : Semi Equipment Analysis

SOXX 294.38

-1.0%

Nov 7 4:00 PM EST

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To: Gottfried who wrote (12782)	12/22/2003 9:50:08 PM
From: Gottfried	Read Replies (1) of 95385

bpNDX rose two to 67% [But Stockcharts shows it unchanged at 65%. I think the NDX additions and deletions took place? I'm not going to sort this out. My scan shows 67%] Dec09 Dec10 Dec11 Dec12 Dec15 Dec16 Dec17 Dec18 Dec19 Dec22 AAPL AAPL ALTR AAPL ALTR AAPL AAPL AAPL AMAT ALTR AAPL AAPL AAPL AMAT ALTR ALTR ALTR APCC AMAT ALTR ALTR ALTR APCC AMAT AMAT AMAT BBBY APCC AMAT AMAT AAPL AMAT BBBY APCC APCC APCC BIIB BIIB APCC APCC ALTR APCC BIIB BBBY BBBY BBBY BMET BMET BIIB BIIB AMAT ATYT BMET BIIB BIIB BIIB BRCD BRCD BMET BMET APCC BIIB BRCD BMET BMET BMET CEPH CEPH BRCD BRCD BIIB BMET CDWC BRCD BRCD BRCD CHIR CHIR CEPH CEPH BMET CEPH CEPH CDWC CEPH CEPH CHRW CHRW CHIR CHIR BRCD CHIR 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 EBAY CTXS CTAS CTXS CTXS EBAY EBAY DELL DELL CTXS ESRX DELL CTXS DELL DELL ESRX ESRX EBAY EBAY DELL EXPD ESRX DELL ESRX ESRX EXPD EXPD ESRX ESRX EBAY FAST EXPD ESRX EXPD EXPD FAST FAST EXPD EXPD ESRX FISV FAST EXPD FAST FAST FISV FISV FAST FAST EXPD FLEX FLEX FAST FLEX FLEX FLEX FLEX FISV FISV FAST GENZ GENZ FLEX GENZ GENZ GENZ GENZ FLEX FLEX FISV GILD GILD GENZ GILD GILD GILD GILD GENZ GENZ FLEX GNTX GNTX GILD GNTX GNTX GNTX GNTX GILD GILD GENZ GRMN HSIC GNTX HSIC HSIC HSIC HSIC GNTX GNTX GILD HSIC INTC HSIC INTC INTC INTC INTC HSIC HSIC GNTX INTC INTU INTC INTU INTU INTU INTU INTC INTC HSIC INTU IVGN INTU IVGN IVGN IVGN IVGN INTU INTU INTC IVGN JDSU IVGN JDSU JDSU JDSU JDSU IVGN IVGN INTU JDSU JNPR JDSU LAMR LAMR LAMR LAMR JDSU JDSU IVGN LAMR LAMR LAMR LLTC LLTC LLTC LLTC LAMR LAMR JDSU LLTC LLTC LLTC LNCR LNCR LNCR LNCR LLTC LLTC LAMR LNCR LNCR LNCR MOLX MOLX MOLX MOLX LNCR LNCR LLTC LRCX MOLX MOLX MSFT MSFT MSFT MSFT MOLX MOLX LNCR LVLT MSFT MSFT MXIM MXIM MXIM NVDA MSFT MSFT MOLX MOLX MXIM MXIM NVDA NVDA NVDA NVLS NVDA NVDA MSFT MSFT NVDA NVDA NVLS NVLS NVLS NXTL NVLS NVLS NVDA NVDA NVLS NVLS NXTL NXTL NXTL ORCL NXTL NXTL NVLS NVLS NXTL NXTL ORCL ORCL ORCL PAYX ORCL ORCL NXTL NXTL ORCL ORCL PAYX PAYX PAYX PCAR PAYX PAYX ORCL ORCL 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 PSFT PIXR PIXR PSFT PSFT PSFT PTEN PTEN PTEN PTEN PTEN PSFT PSFT PTEN PTEN PTEN QCOM QCOM QCOM QCOM QCOM PTEN PTEN QCOM QCOM QCOM RFMD RFMD RFMD RFMD RIMM QCOM QCOM RFMD RFMD RFMD ROST ROST ROST ROST ROST RFMD RFMD ROST ROST ROST RYAAY RYAAY RYAAY RYAAY RYAAY 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 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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