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Technology Stocks : Semi Equipment Analysis

SOXX 304.92

-0.1%

4:00 PM EST

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To: Gottfried who wrote (13052)	1/16/2004 9:18:11 PM
From: Gottfried	Read Replies (1) of 95648

bpNDX still at 81% Jan05 Jan06 Jan07 Jan08 Jan09 Jan12 Jan13 Jan14 Jan15 Jan16 AAPL AAPL AAPL AAPL AAPL AAPL AAPL ALTR ALTR ALTR ALTR ALTR AAPL AAPL ALTR ALTR AMAT AMAT AMAT AMAT AMAT ALTR ALTR AMAT AMAT AMZN AMZN AMZN AMZN AMZN AAPL AMAT AMAT AMZN AMZN APCC APCC APCC APCC APCC ALTR AMZN AMZN APCC APCC APOL APOL APOL APOL APOL AMAT APCC APCC APOL APOL ATYT ATYT ATYT ATYT ATYT AMZN APOL APOL ATYT ATYT BBBY BBBY BBBY BBBY BBBY APCC ATYT ATYT BBBY BBBY BIIB BIIB BIIB BIIB BIIB APOL BBBY BBBY BIIB BIIB BMET BMET BMET BMET BMET ATYT BIIB BIIB BMET BMET BRCM BRCM BRCM BRCM BRCM BBBY BMET BMET CDWC CDWC CDWC CDWC CDWC CDWC CDWC BIIB CDWC CDWC CECO CECO CECO CECO CECO CECO CECO BMET CECO CECO CEPH CEPH CEPH CEPH CEPH CEPH CEPH CDWC CEPH CEPH CHKP CHKP CHKP CHKP CHKP CHKP CHKP CECO CHIR CMCSA CMCSA CMCSA CMCSA CMCSA CMCSA CMCSA CMCSA CEPH CMCSA CMVT CMVT CMVT CMVT CMVT CMVT CMVT CMVT CHIR CMVT COST COST COST COST COST COST COST COST CMCSA COST CPWR CPWR CPWR CPWR CPWR CPWR CPWR CPWR CMVT CPWR CSCO CSCO CSCO CSCO CSCO CSCO CSCO CSCO COST CSCO CTAS CTAS CTAS CTAS CTAS CTAS CTAS CTAS CPWR CTAS CTXS CTXS CTXS CTXS CTXS CTXS CTXS CTXS CSCO CTXS DELL DELL DELL DELL DELL DELL DELL DELL CTAS DELL EBAY EBAY EBAY EBAY EBAY EBAY EBAY EBAY CTXS EBAY ESRX ESRX ESRX ESRX ESRX ESRX ESRX ESRX DELL ESRX EXPD EXPD EXPD EXPD EXPD EXPD EXPD EXPD EBAY EXPD FAST FAST FAST FAST FAST FAST FAST FAST ESRX FAST FISV FISV FISV FISV FISV FISV FISV FISV EXPD FISV FLEX FLEX FLEX FLEX FLEX FLEX FLEX FLEX FAST FLEX GENZ GENZ GENZ GENZ GENZ GENZ GENZ GENZ FISV GENZ GILD GILD GILD GILD GILD GILD GILD GILD FLEX GILD GNTX GNTX GNTX GNTX GNTX GNTX GNTX GNTX GENZ GNTX GRMN GRMN GRMN GRMN GRMN GRMN GRMN GRMN GILD GRMN HSIC HSIC HSIC HSIC HSIC HSIC HSIC HSIC GNTX HSIC INTC INTC INTC INTC INTC INTC INTC INTC GRMN INTC INTU INTU INTU INTU INTU INTU INTU INTU HSIC INTU IVGN IVGN IVGN IVGN IVGN IVGN IVGN IVGN INTC IVGN JDSU JDSU JDSU JDSU JDSU JDSU JDSU JDSU INTU JDSU JNPR JNPR JNPR JNPR JNPR JNPR JNPR JNPR IVGN JNPR KLAC KLAC KLAC KLAC KLAC KLAC KLAC KLAC JDSU KLAC LAMR LAMR LAMR LAMR LAMR LAMR LAMR LAMR JNPR LAMR LLTC LLTC LLTC LLTC LLTC LLTC LLTC LLTC KLAC LLTC LNCR LNCR LNCR LNCR LNCR LNCR LNCR LNCR LAMR LNCR LRCX LRCX LRCX LRCX LRCX LRCX LRCX LRCX LLTC LRCX LVLT LVLT LVLT LVLT LVLT LVLT LVLT LVLT LNCR LVLT MERQ MERQ MERQ MERQ MERQ MERQ MERQ MERQ LRCX MERQ MLNM MLNM MLNM MLNM MLNM MLNM MLNM MLNM LVLT MLNM MOLX MOLX MOLX MOLX MOLX MOLX MOLX MOLX MERQ MOLX MRVL MRVL MRVL MRVL MRVL MRVL MRVL MRVL MLNM MRVL MSFT MSFT MSFT MSFT MSFT MSFT MSFT MSFT MOLX MSFT MXIM MXIM MXIM MXIM MXIM MXIM MXIM MXIM MSFT NVDA NVDA NVDA NVDA NVDA NVDA NVDA NVDA NVDA NVDA NVLS NVLS NVLS NVLS NVLS NVLS NVLS NVLS NVLS NVLS NXTL NXTL NXTL NXTL NXTL NXTL NXTL NXTL NXTL NXTL ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL PCAR PCAR PCAR PCAR PCAR PCAR PCAR PCAR PCAR PCAR PETM PETM PETM PETM PETM PETM PETM PETM PETM PETM PSFT PSFT PSFT PSFT PSFT PSFT PSFT PSFT PSFT PSFT PTEN PTEN PTEN PTEN PTEN PTEN PTEN PTEN PTEN PTEN QCOM QCOM QCOM QCOM QCOM QCOM QCOM QCOM QCOM QCOM RIMM RIMM RIMM RIMM RIMM RIMM RIMM RIMM RIMM RIMM ROST ROST ROST ROST ROST ROST ROST ROST ROST ROST RYAAY RYAAY RYAAY RYAAY 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 SNDK SNDK SNDK SNDK SNDK SNDK SNDK SNDK SNDK SNDK 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 TLAB TLAB TLAB TLAB TLAB TLAB TLAB TLAB TLAB 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 YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO

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