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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 (13216)	2/4/2004 7:20:17 PM
From: Gottfried	Read Replies (2) of 95730

bpNDX fell to 71% [BRCM] Jan22 Jan23 Jan26 Jan27 Jan28 Jan29 Jan30 Feb02 Feb03 Feb04 AAPL ALTR AAPL AAPL AMAT ALTR ALTR AAPL AMZN AMAT AMAT ALTR AAPL APCC AMZN AMZN AMAT ALTR APOL APCC APCC AMZN AMAT AAPL ATYT APOL APOL APCC AMZN ALTR AAPL BBBY ATYT ATYT APOL APCC AMAT ALTR AAPL BIIB BBBY BBBY ATYT APOL APCC AMAT ALTR AAPL BMET BIIB BIIB BBBY ATYT APOL APCC AMAT ALTR AAPL BRCM BMET BMET BIIB BBBY ATYT APOL APCC AMAT ALTR CDWC BRCM BRCM BMET BIIB BBBY ATYT APOL APCC AMAT CECO CDWC CDWC BRCM BMET BIIB BBBY ATYT APOL APCC CEPH CECO CECO CDWC BRCM BMET BIIB BBBY ATYT APOL CHKP CEPH CEPH CECO CDWC BRCM BMET BIIB BBBY ATYT CMCSA CHKP CHKP CEPH CECO CDWC BRCM BMET BIIB BBBY CMVT CMCSA CMCSA CHKP CEPH CECO CDWC BRCM BMET BIIB COST CMVT CMVT CMCSA CHKP CEPH CECO CDWC BRCM BMET CPWR COST COST CMVT CMCSA CHKP CEPH CECO CDWC CDWC CSCO CPWR CPWR COST CMVT CMCSA CHKP CEPH CECO CECO CTAS CSCO CSCO CPWR COST CMVT CMCSA CHKP CEPH CEPH CTXS CTAS CTAS CSCO CPWR COST CMVT CMCSA CHKP CHKP DELL CTXS CTXS CTAS CSCO CPWR COST CMVT CMCSA CMCSA EBAY DELL DELL CTXS CTAS CSCO CPWR COST CMVT CMVT ESRX EBAY EBAY DELL CTXS CTAS CSCO CPWR COST COST EXPD ESRX ESRX EBAY DELL CTXS CTAS CSCO CPWR CPWR FAST EXPD EXPD ESRX EBAY DELL CTXS CTAS CSCO CSCO FISV FAST FAST EXPD ESRX EBAY DELL CTXS CTAS CTAS FLEX FISV FISV FAST EXPD ESRX EBAY DELL DELL DELL GENZ FLEX FLEX FISV FAST EXPD ESRX EBAY EBAY EBAY GILD GENZ GENZ FLEX FISV FAST EXPD ESRX ESRX ESRX GNTX GILD GILD GENZ FLEX FISV FAST EXPD EXPD EXPD GRMN GNTX GNTX GILD GENZ FLEX FISV FAST FAST FAST HSIC GRMN GRMN GNTX GILD GENZ FLEX FISV FISV FISV INTC HSIC HSIC GRMN GNTX GILD GENZ FLEX FLEX FLEX INTU INTC INTC HSIC GRMN GNTX GNTX GENZ GENZ GENZ IVGN INTU INTU INTC HSIC GRMN GRMN GNTX GNTX GNTX JDSU IVGN IVGN INTU INTC HSIC HSIC HSIC HSIC HSIC JNPR JDSU JDSU IVGN INTU INTC INTC INTC INTC INTC KLAC JNPR JNPR JDSU IVGN INTU INTU INTU INTU INTU LAMR KLAC KLAC JNPR JDSU IVGN IVGN IVGN IVGN IVGN LLTC LAMR LAMR KLAC JNPR JDSU JDSU JDSU JDSU JDSU LNCR LLTC LLTC LAMR KLAC JNPR JNPR JNPR JNPR JNPR LRCX LNCR LNCR LLTC LAMR KLAC KLAC KLAC KLAC KLAC LVLT LVLT LVLT LNCR LLTC LAMR LAMR LAMR LAMR LAMR MERQ MERQ MERQ LVLT LNCR LLTC LLTC LLTC LLTC LLTC MLNM MLNM MLNM MERQ LVLT LNCR LNCR LNCR LNCR LNCR MOLX MOLX MOLX MLNM MERQ LVLT LVLT LVLT LVLT LVLT MRVL MRVL MRVL MOLX MLNM MERQ MERQ MERQ MERQ MERQ MSFT MSFT MSFT MRVL MOLX MLNM MLNM MLNM MLNM MLNM MXIM MXIM MXIM MSFT MRVL MOLX MOLX MOLX MOLX MOLX NVDA NVDA NVDA MXIM MSFT MRVL MRVL MRVL MRVL MRVL NVLS NVLS NVLS NVDA MXIM MSFT MSFT MSFT MSFT MSFT NXTL NXTL NXTL NXTL NVDA MXIM MXIM MXIM MXIM MXIM ORCL ORCL ORCL ORCL NXTL NVDA NVDA NVDA NVDA NVDA PCAR PCAR PCAR PCAR ORCL NXTL NXTL NXTL NXTL NXTL PETM PETM PETM PETM PCAR ORCL ORCL ORCL ORCL ORCL PSFT PSFT PSFT PSFT PETM PCAR PCAR PCAR PCAR PCAR PTEN PTEN PTEN PTEN PSFT PETM PETM PETM PETM PETM QCOM QCOM QCOM QCOM PTEN PSFT PSFT PSFT PSFT PSFT RIMM RIMM RIMM RIMM QCOM PTEN PTEN PTEN PTEN PTEN ROST ROST ROST ROST RIMM QCOM QCOM QCOM QCOM QCOM RYAAY RYAAY RYAAY RYAAY ROST RIMM RIMM RIMM RIMM RIMM SANM SANM SANM SANM SANM ROST ROST ROST ROST ROST SBUX SBUX SBUX SBUX SBUX SANM SANM SANM SANM SANM SEBL SEBL SEBL SEBL SEBL SBUX SBUX SBUX SBUX SBUX SIAL SIAL SIAL SIAL SIAL SEBL SEBL SEBL SEBL SEBL SNPS SNPS SNPS SNPS SNPS SIAL SIAL SIAL SIAL SIAL SPLS SPLS SPLS SPLS SPLS SNPS SNPS SNPS SNPS SNPS SPOT SPOT SPOT SPOT SPOT SPLS SPLS SPLS SPLS SPLS SSCC SSCC SSCC SSCC SSCC SPOT SPOT SPOT SPOT SPOT SUNW SUNW SUNW SUNW SUNW SSCC SSCC SSCC SSCC SSCC SYMC SYMC SYMC SYMC SYMC SUNW SUNW SUNW SUNW SUNW TEVA TEVA TEVA TEVA TEVA SYMC SYMC SYMC SYMC SYMC TLAB TLAB TLAB TLAB TLAB TEVA TEVA TEVA TEVA TEVA VRSN VRSN VRSN VRSN VRSN TLAB TLAB TLAB TLAB TLAB VRTS VRTS VRTS VRTS VRTS VRSN 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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