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Technology Stocks : Semi Equipment Analysis

SOXX 337.22

+1.6%

Jan 15 4:00 PM EST

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To: Gottfried who wrote (13204)	2/3/2004 7:02:29 PM
From: Gottfried	Read Replies (1) of 95730

bpNDX dropped to 72% [CTXS] Jan21 Jan22 Jan23 Jan26 Jan27 Jan28 Jan29 Jan30 Feb02 Feb03 AAPL ALTR AAPL AMAT ALTR AAPL AAPL AMZN AMAT ALTR ALTR AAPL APCC AMZN AMAT AMAT ALTR AAPL APOL APCC AMZN AMZN AMAT ALTR ATYT APOL APCC APCC AMZN AMAT AAPL BBBY ATYT APOL APOL APCC AMZN ALTR AAPL BIIB BBBY ATYT ATYT APOL APCC AMAT ALTR AAPL BMET BIIB BBBY BBBY ATYT APOL APCC AMAT ALTR AAPL BRCM BMET BIIB BIIB BBBY ATYT APOL APCC AMAT ALTR CDWC BRCM BMET BMET BIIB BBBY ATYT APOL APCC AMAT CECO CDWC BRCM BRCM BMET BIIB BBBY ATYT APOL APCC CEPH CECO CDWC CDWC BRCM BMET BIIB BBBY ATYT APOL CHKP CEPH CECO CECO CDWC BRCM BMET BIIB BBBY ATYT CMCSA CHKP CEPH CEPH CECO CDWC BRCM BMET BIIB BBBY CMVT CMCSA CHKP CHKP CEPH CECO CDWC BRCM BMET BIIB COST CMVT CMCSA CMCSA CHKP CEPH CECO CDWC BRCM BMET CPWR COST CMVT CMVT CMCSA CHKP CEPH CECO CDWC BRCM CSCO CPWR COST COST CMVT CMCSA CHKP CEPH CECO CDWC CTAS CSCO CPWR CPWR COST CMVT CMCSA CHKP CEPH CECO CTXS CTAS CSCO CSCO CPWR COST CMVT CMCSA CHKP CEPH DELL CTXS CTAS CTAS CSCO CPWR COST CMVT CMCSA CHKP EBAY DELL CTXS CTXS CTAS CSCO CPWR COST CMVT CMCSA ESRX EBAY DELL DELL CTXS CTAS CSCO CPWR COST CMVT EXPD ESRX EBAY EBAY DELL CTXS CTAS CSCO CPWR COST FAST EXPD ESRX ESRX EBAY DELL CTXS CTAS CSCO CPWR FISV FAST EXPD EXPD ESRX EBAY DELL CTXS CTAS CSCO FLEX FISV FAST FAST EXPD ESRX EBAY DELL CTXS CTAS GENZ FLEX FISV FISV FAST EXPD ESRX EBAY DELL DELL GILD GENZ FLEX FLEX FISV FAST EXPD ESRX EBAY EBAY GNTX GILD GENZ GENZ FLEX FISV FAST EXPD ESRX ESRX GRMN GNTX GILD GILD GENZ FLEX FISV FAST EXPD EXPD HSIC GRMN GNTX GNTX GILD GENZ FLEX FISV FAST FAST INTC HSIC GRMN GRMN GNTX GILD GENZ FLEX FISV FISV INTU INTC HSIC HSIC GRMN GNTX GILD GENZ FLEX FLEX IVGN INTU INTC INTC HSIC GRMN GNTX GNTX GENZ GENZ JDSU IVGN INTU INTU INTC HSIC GRMN GRMN GNTX GNTX JNPR JDSU IVGN IVGN INTU INTC HSIC HSIC HSIC HSIC KLAC JNPR JDSU JDSU IVGN INTU INTC INTC INTC INTC LAMR KLAC JNPR JNPR JDSU IVGN INTU INTU INTU INTU LLTC LAMR KLAC KLAC JNPR JDSU IVGN IVGN IVGN IVGN LNCR LLTC LAMR LAMR KLAC JNPR JDSU JDSU JDSU JDSU LRCX LNCR LLTC LLTC LAMR KLAC JNPR JNPR JNPR JNPR LVLT LRCX LNCR LNCR LLTC LAMR KLAC KLAC KLAC KLAC MERQ LVLT LVLT LVLT LNCR LLTC LAMR LAMR LAMR LAMR MLNM MERQ MERQ MERQ LVLT LNCR LLTC LLTC LLTC LLTC MOLX MLNM MLNM MLNM MERQ LVLT LNCR LNCR LNCR LNCR MRVL MOLX MOLX MOLX MLNM MERQ LVLT LVLT LVLT LVLT MSFT MRVL MRVL MRVL MOLX MLNM MERQ MERQ MERQ MERQ MXIM MSFT MSFT MSFT MRVL MOLX MLNM MLNM MLNM MLNM NVDA MXIM MXIM MXIM MSFT MRVL MOLX MOLX MOLX MOLX NVLS NVDA NVDA NVDA MXIM MSFT MRVL MRVL MRVL MRVL NXTL NVLS NVLS NVLS NVDA MXIM MSFT MSFT MSFT MSFT ORCL NXTL NXTL NXTL NXTL NVDA MXIM MXIM MXIM MXIM PCAR ORCL ORCL ORCL ORCL NXTL NVDA NVDA NVDA NVDA PETM PCAR PCAR PCAR PCAR ORCL NXTL NXTL NXTL NXTL PSFT PETM PETM PETM PETM PCAR ORCL ORCL ORCL ORCL PTEN PSFT PSFT PSFT PSFT PETM PCAR PCAR PCAR PCAR QCOM PTEN PTEN PTEN PTEN PSFT PETM PETM PETM PETM RIMM QCOM QCOM QCOM QCOM PTEN PSFT PSFT PSFT PSFT ROST RIMM RIMM RIMM RIMM QCOM PTEN PTEN PTEN PTEN RYAAY ROST ROST ROST ROST RIMM QCOM QCOM QCOM QCOM SANM RYAAY RYAAY RYAAY RYAAY ROST RIMM RIMM RIMM RIMM SBUX SANM SANM SANM SANM SANM ROST ROST ROST ROST SEBL SBUX SBUX SBUX SBUX SBUX SANM SANM SANM SANM SIAL SEBL SEBL SEBL SEBL SEBL SBUX SBUX SBUX SBUX SNDK SIAL SIAL SIAL SIAL SIAL SEBL SEBL SEBL SEBL SNPS SNPS SNPS SNPS SNPS SNPS SIAL SIAL SIAL SIAL SPLS SPLS SPLS SPLS SPLS SPLS SNPS SNPS SNPS SNPS SPOT SPOT SPOT SPOT SPOT SPOT SPLS SPLS SPLS SPLS SSCC SSCC SSCC SSCC SSCC SSCC SPOT SPOT SPOT SPOT SUNW SUNW SUNW SUNW SUNW SUNW SSCC SSCC SSCC SSCC SYMC SYMC SYMC SYMC SYMC SYMC SUNW SUNW SUNW SUNW TEVA TEVA TEVA TEVA TEVA TEVA SYMC SYMC SYMC SYMC TLAB TLAB TLAB TLAB TLAB TLAB TEVA TEVA TEVA TEVA VRSN VRSN VRSN VRSN VRSN VRSN TLAB TLAB TLAB TLAB VRTS VRTS VRTS VRTS VRTS VRTS VRSN VRSN VRSN VRSN 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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