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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 (12816)	12/27/2003 9:14:49 AM
From: Gottfried	Read Replies (1) of 95385

bpNDX remains at 69% for Dec 26. Dec12 Dec15 Dec16 Dec17 Dec18 Dec19 Dec22 Dec23 Dec24 Dec26 AAPL AAPL AAPL ALTR AAPL ALTR ALTR AAPL AMAT ALTR AAPL AAPL AAPL AAPL AMAT AMAT ALTR APCC AMAT ALTR ALTR ALTR ALTR AMZN AMZN AMAT BBBY APCC AMAT AMAT AAPL AMAT AMAT APCC APCC APCC BIIB BIIB APCC APCC ALTR APCC APCC ATYT ATYT BBBY BMET BMET BIIB BIIB AMAT ATYT ATYT BIIB BIIB BIIB BRCD BRCD BMET BMET APCC BIIB BIIB BMET BMET BMET CEPH CEPH BRCD BRCD BIIB BMET BMET CEPH CEPH BRCD CHIR CHIR CEPH CEPH BMET CEPH CEPH CHIR CHIR CEPH CHRW CHRW CHIR CHIR BRCD CHIR CHIR CMCSA CMCSA CHIR CIEN CIEN CHRW CHRW CEPH CMCSA CMCSA CMVT CMVT CHRW CMCSA CMCSA CIEN CIEN CHIR CMVT CMVT COST COST CIEN CMVT CMVT CMCSA CMCSA CIEN COST COST CPWR CPWR CMCSA COST COST CMVT CMVT CMCSA CPWR CPWR CSCO CSCO CMVT CPWR CPWR COST COST CMVT CSCO CSCO CTAS CTAS COST CSCO CSCO CPWR CPWR COST CTAS CTAS CTXS CTXS CPWR CTAS CTAS CSCO CSCO CPWR CTXS CTXS DELL DELL CSCO CTXS CTXS CTAS CTAS CSCO DELL DELL EBAY EBAY CTAS DELL DELL CTXS CTXS CTAS EBAY EBAY ESRX ESRX CTXS EBAY EBAY DELL DELL CTXS ESRX ESRX EXPD EXPD DELL ESRX ESRX EBAY EBAY DELL EXPD EXPD FAST FAST ESRX EXPD EXPD ESRX ESRX EBAY FAST FAST FISV FISV EXPD FAST FAST EXPD EXPD ESRX FISV FISV FLEX FLEX FAST FISV FISV FAST FAST EXPD FLEX FLEX GENZ GENZ FLEX FLEX FLEX FISV FISV FAST GENZ GENZ GILD GILD GENZ GENZ GENZ FLEX FLEX FISV GILD GILD GNTX GNTX GILD GILD GILD GENZ GENZ FLEX GNTX GNTX GRMN GRMN GNTX GNTX GNTX GILD GILD GENZ GRMN GRMN HSIC HSIC HSIC HSIC HSIC GNTX GNTX GILD HSIC HSIC INTC INTC INTC INTC INTC HSIC HSIC GNTX INTC INTC INTU INTU INTU INTU INTU INTC INTC HSIC INTU INTU IVGN IVGN IVGN IVGN IVGN INTU INTU INTC IVGN IVGN JDSU JDSU JDSU JDSU JDSU IVGN IVGN INTU JDSU JDSU LAMR LAMR LAMR LAMR LAMR JDSU JDSU IVGN LAMR LAMR LLTC LLTC LLTC LLTC LLTC LAMR LAMR JDSU LLTC LLTC LNCR LNCR LNCR LNCR LNCR LLTC LLTC LAMR LNCR LNCR LRCX LRCX MOLX MOLX MOLX LNCR LNCR LLTC LRCX LRCX LVLT LVLT MSFT MSFT MSFT MOLX MOLX LNCR LVLT LVLT MOLX MOLX MXIM MXIM NVDA MSFT MSFT MOLX MOLX MOLX MSFT MSFT NVDA NVDA NVLS NVDA NVDA MSFT MSFT MSFT NVDA NVDA NVLS NVLS NXTL NVLS NVLS NVDA NVDA NVDA NVLS NVLS NXTL NXTL ORCL NXTL NXTL NVLS NVLS NVLS NXTL NXTL ORCL ORCL PAYX ORCL ORCL NXTL NXTL NXTL ORCL ORCL PAYX PAYX PCAR PAYX PAYX ORCL ORCL ORCL PCAR PCAR PCAR PCAR PDCO PCAR PCAR PCAR PCAR PCAR PDCO PDCO PDCO PDCO PETM PDCO PDCO PDCO PDCO PDCO PETM PETM PETM PETM PIXR PETM PETM PETM PETM PETM PSFT PSFT PIXR PIXR PSFT PSFT PSFT PSFT PSFT PSFT PTEN PTEN PSFT PSFT PTEN PTEN PTEN PTEN PTEN PTEN QCOM QCOM PTEN PTEN QCOM QCOM QCOM QCOM QCOM QCOM RIMM RIMM QCOM QCOM RFMD RFMD RFMD RFMD RIMM RIMM ROST ROST RFMD RFMD ROST ROST ROST ROST ROST ROST RYAAY RYAAY ROST ROST RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY 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 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 YHOO YHOO .

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