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Technology Stocks : Semi Equipment Analysis

SOXX 342.47

+1.6%

Jan 16 4:00 PM EST

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To: Gottfried who wrote (13116)	1/26/2004 7:50:07 PM
From: Gottfried	Read Replies (2) of 95737

bpNDX stays at 79% Jan12 Jan13 Jan14 Jan15 Jan16 Jan20 Jan21 Jan22 Jan23 Jan26 AAPL AAPL AAPL AAPL AAPL AAPL AAPL ALTR ALTR ALTR ALTR ALTR ALTR ALTR AAPL AMAT AMAT AMAT AMAT AMAT AMAT AMAT ALTR AAPL AAPL AMZN AMZN AMZN AMZN AMZN AMZN AMZN AMAT ALTR ALTR APCC APCC APCC APCC APCC APCC APCC AMZN AMAT AMAT APOL APOL APOL APOL APOL APOL APOL APCC AMZN AMZN ATYT ATYT ATYT ATYT ATYT ATYT ATYT APOL APCC APCC BBBY BBBY BBBY BBBY BBBY BBBY BBBY ATYT APOL APOL BIIB BIIB BIIB BIIB BIIB BIIB BIIB BBBY ATYT ATYT BMET BMET BMET BMET BMET BMET BMET BIIB BBBY BBBY BRCM BRCM BRCM BRCM BRCM BRCM BRCM BMET BIIB BIIB CDWC CDWC CDWC CDWC CDWC CDWC CDWC BRCM BMET BMET CECO CECO CECO CECO CECO CECO CECO CDWC BRCM BRCM CEPH CEPH CEPH CEPH CEPH CEPH CEPH CECO CDWC CDWC CHKP CHKP CHKP CHKP CHKP CHKP CHKP CEPH CECO CECO CMCSA CMCSA CMCSA CMCSA CMCSA CMCSA CMCSA CHKP CEPH CEPH CMVT CMVT CMVT CMVT CMVT CMVT CMVT CMCSA CHKP CHKP COST COST COST COST COST COST COST CMVT CMCSA CMCSA CPWR CPWR CPWR CPWR CPWR CPWR CPWR COST CMVT CMVT CSCO CSCO CSCO CSCO CSCO CSCO CSCO CPWR COST COST CTAS CTAS CTAS CTAS CTAS CTAS CTAS CSCO CPWR CPWR CTXS CTXS CTXS CTXS CTXS CTXS CTXS CTAS CSCO CSCO DELL DELL DELL DELL DELL DELL DELL CTXS CTAS CTAS EBAY EBAY EBAY EBAY EBAY EBAY EBAY DELL CTXS CTXS ESRX ESRX ESRX ESRX ESRX ESRX ESRX EBAY DELL DELL EXPD EXPD EXPD EXPD EXPD EXPD EXPD ESRX EBAY EBAY FAST FAST FAST FAST FAST FAST FAST EXPD ESRX ESRX FISV FISV FISV FISV FISV FISV FISV FAST EXPD EXPD FLEX FLEX FLEX FLEX FLEX FLEX FLEX FISV FAST FAST GENZ GENZ GENZ GENZ GENZ GENZ GENZ FLEX FISV FISV GILD GILD GILD GILD GILD GILD GILD GENZ FLEX FLEX GNTX GNTX GNTX GNTX GNTX GNTX GNTX GILD GENZ GENZ GRMN GRMN GRMN GRMN GRMN GRMN GRMN GNTX GILD GILD HSIC HSIC HSIC HSIC HSIC HSIC HSIC GRMN GNTX GNTX INTC INTC INTC INTC INTC INTC INTC HSIC GRMN GRMN INTU INTU INTU INTU INTU INTU INTU INTC HSIC HSIC IVGN IVGN IVGN IVGN IVGN IVGN IVGN INTU INTC INTC JDSU JDSU JDSU JDSU JDSU JDSU JDSU IVGN INTU INTU JNPR JNPR JNPR JNPR JNPR JNPR JNPR JDSU IVGN IVGN KLAC KLAC KLAC KLAC KLAC KLAC KLAC JNPR JDSU JDSU LAMR LAMR LAMR LAMR LAMR LAMR LAMR KLAC JNPR JNPR LLTC LLTC LLTC LLTC LLTC LLTC LLTC LAMR KLAC KLAC LNCR LNCR LNCR LNCR LNCR LNCR LNCR LLTC LAMR LAMR LRCX LRCX LRCX LRCX LRCX LRCX LRCX LNCR LLTC LLTC LVLT LVLT LVLT LVLT LVLT LVLT LVLT LRCX LNCR LNCR MERQ MERQ MERQ MERQ MERQ MERQ MERQ LVLT LVLT LVLT MLNM MLNM MLNM MLNM MLNM MLNM MLNM MERQ MERQ MERQ MOLX MOLX MOLX MOLX MOLX MOLX MOLX MLNM MLNM MLNM MRVL MRVL MRVL MRVL MRVL MRVL MRVL MOLX MOLX MOLX MSFT MSFT MSFT MSFT MSFT MSFT MSFT MRVL MRVL MRVL MXIM MXIM MXIM MXIM MXIM MXIM MXIM MSFT MSFT MSFT NVDA NVDA NVDA NVDA NVDA NVDA NVDA MXIM MXIM MXIM NVLS NVLS NVLS NVLS NVLS NVLS NVLS NVDA NVDA NVDA NXTL NXTL NXTL NXTL NXTL NXTL NXTL NVLS NVLS NVLS ORCL ORCL ORCL ORCL ORCL ORCL ORCL NXTL NXTL NXTL PCAR PCAR PCAR PCAR PCAR PCAR PCAR ORCL ORCL ORCL PETM PETM PETM PETM PETM PETM PETM PCAR PCAR PCAR PSFT PSFT PSFT PSFT PSFT PSFT PSFT PETM PETM PETM PTEN PTEN PTEN PTEN PTEN PTEN PTEN PSFT PSFT PSFT QCOM QCOM QCOM QCOM QCOM QCOM QCOM PTEN PTEN PTEN RIMM RIMM RIMM RIMM RIMM RIMM RIMM QCOM QCOM QCOM ROST ROST ROST ROST ROST ROST ROST RIMM RIMM RIMM RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY ROST ROST ROST SANM SANM SANM SANM SANM SANM SANM RYAAY RYAAY RYAAY SBUX SBUX SBUX SBUX SBUX SBUX SBUX SANM SANM SANM SEBL SEBL SEBL SEBL SEBL SEBL SEBL SBUX SBUX SBUX SIAL SIAL SIAL SIAL SIAL SIAL SIAL SEBL SEBL SEBL SNDK SNDK SNDK SNDK SNDK SNDK SNDK 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 TLAB 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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