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Technology Stocks : Semi Equipment Analysis

SOXX 331.90

-0.4%

Jan 14 4:00 PM EST

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To: Gottfried who wrote (13250)	2/5/2004 6:48:53 PM
From: Gottfried	Read Replies (2) of 95724

bpNDX fell to 70% [DELL] Jan23 Jan26 Jan27 Jan28 Jan29 Jan30 Feb02 Feb03 Feb04 Feb05 AAPL AAPL ALTR ALTR AAPL AMAT AMAT ALTR AAPL AMZN AMZN AMAT ALTR APCC APCC AMZN AMAT AAPL APOL APOL APCC AMZN ALTR AAPL ATYT ATYT APOL APCC AMAT ALTR AAPL BBBY BBBY ATYT APOL APCC AMAT ALTR AAPL BIIB BIIB BBBY ATYT APOL APCC AMAT ALTR AAPL BMET BMET BIIB BBBY ATYT APOL APCC AMAT ALTR AAPL BRCM BRCM BMET BIIB BBBY ATYT APOL APCC AMAT ALTR CDWC CDWC BRCM BMET BIIB BBBY ATYT APOL APCC AMAT CECO CECO CDWC BRCM BMET BIIB BBBY ATYT APOL APCC CEPH CEPH CECO CDWC BRCM BMET BIIB BBBY ATYT APOL CHKP CHKP CEPH CECO CDWC BRCM BMET BIIB BBBY ATYT CMCSA CMCSA CHKP CEPH CECO CDWC BRCM BMET BIIB BBBY CMVT CMVT CMCSA CHKP CEPH CECO CDWC BRCM BMET BIIB COST COST CMVT CMCSA CHKP CEPH CECO CDWC CDWC BMET CPWR CPWR COST CMVT CMCSA CHKP CEPH CECO CECO CDWC CSCO CSCO CPWR COST CMVT CMCSA CHKP CEPH CEPH CECO CTAS CTAS CSCO CPWR COST CMVT CMCSA CHKP CHKP CEPH CTXS CTXS CTAS CSCO CPWR COST CMVT CMCSA CMCSA CHKP DELL DELL CTXS CTAS CSCO CPWR COST CMVT CMVT CMCSA EBAY EBAY DELL CTXS CTAS CSCO CPWR COST COST CMVT ESRX ESRX EBAY DELL CTXS CTAS CSCO CPWR CPWR COST EXPD EXPD ESRX EBAY DELL CTXS CTAS CSCO CSCO CPWR FAST FAST EXPD ESRX EBAY DELL CTXS CTAS CTAS CSCO FISV FISV FAST EXPD ESRX EBAY DELL DELL DELL CTAS FLEX FLEX FISV FAST EXPD ESRX EBAY EBAY EBAY EBAY GENZ GENZ FLEX FISV FAST EXPD ESRX ESRX ESRX ESRX GILD GILD GENZ FLEX FISV FAST EXPD EXPD EXPD EXPD GNTX GNTX GILD GENZ FLEX FISV FAST FAST FAST FAST GRMN GRMN GNTX GILD GENZ FLEX FISV FISV FISV FISV HSIC HSIC GRMN GNTX GILD GENZ FLEX FLEX FLEX FLEX INTC INTC HSIC GRMN GNTX GNTX GENZ GENZ GENZ GENZ INTU INTU INTC HSIC GRMN GRMN GNTX GNTX GNTX GNTX IVGN IVGN INTU INTC HSIC HSIC HSIC HSIC HSIC HSIC JDSU JDSU IVGN INTU INTC INTC INTC INTC INTC INTC JNPR JNPR JDSU IVGN INTU INTU INTU INTU INTU INTU KLAC KLAC JNPR JDSU IVGN IVGN IVGN IVGN IVGN IVGN LAMR LAMR KLAC JNPR JDSU JDSU JDSU JDSU JDSU JDSU LLTC LLTC LAMR KLAC JNPR JNPR JNPR JNPR JNPR JNPR LNCR LNCR LLTC LAMR KLAC KLAC KLAC KLAC KLAC KLAC LVLT LVLT LNCR LLTC LAMR LAMR LAMR LAMR LAMR LAMR MERQ MERQ LVLT LNCR LLTC LLTC LLTC LLTC LLTC LLTC MLNM MLNM MERQ LVLT LNCR LNCR LNCR LNCR LNCR LNCR MOLX MOLX MLNM MERQ LVLT LVLT LVLT LVLT LVLT LVLT MRVL MRVL MOLX MLNM MERQ MERQ MERQ MERQ MERQ MERQ MSFT MSFT MRVL MOLX MLNM MLNM MLNM MLNM MLNM MLNM MXIM MXIM MSFT MRVL MOLX MOLX MOLX MOLX MOLX MOLX NVDA NVDA MXIM MSFT MRVL MRVL MRVL MRVL MRVL MRVL NVLS NVLS NVDA MXIM MSFT MSFT MSFT MSFT MSFT MSFT NXTL NXTL NXTL NVDA MXIM MXIM MXIM MXIM MXIM MXIM ORCL ORCL ORCL NXTL NVDA NVDA NVDA NVDA NVDA NVDA PCAR PCAR PCAR ORCL NXTL NXTL NXTL NXTL NXTL NXTL PETM PETM PETM PCAR ORCL ORCL ORCL ORCL ORCL ORCL PSFT PSFT PSFT PETM PCAR PCAR PCAR PCAR PCAR PCAR PTEN PTEN PTEN PSFT PETM PETM PETM PETM PETM PETM QCOM QCOM QCOM PTEN PSFT PSFT PSFT PSFT PSFT PSFT RIMM RIMM RIMM QCOM PTEN PTEN PTEN PTEN PTEN PTEN ROST ROST ROST RIMM QCOM QCOM QCOM QCOM QCOM QCOM RYAAY RYAAY RYAAY ROST RIMM RIMM RIMM RIMM RIMM RIMM SANM SANM SANM SANM ROST ROST ROST ROST ROST ROST SBUX SBUX SBUX SBUX SANM SANM SANM SANM SANM SANM SEBL SEBL SEBL SEBL SBUX SBUX SBUX SBUX SBUX SBUX SIAL SIAL SIAL SIAL SEBL SEBL SEBL SEBL SEBL SEBL SNPS SNPS SNPS SNPS SIAL SIAL SIAL SIAL SIAL SIAL SPLS SPLS SPLS SPLS SNPS SNPS SNPS SNPS SNPS SNPS SPOT SPOT SPOT SPOT SPLS SPLS SPLS SPLS SPLS SPLS SSCC SSCC SSCC SSCC SPOT SPOT SPOT SPOT SPOT SPOT SUNW SUNW SUNW SUNW SSCC SSCC SSCC SSCC SSCC SSCC SYMC SYMC SYMC SYMC SUNW SUNW SUNW SUNW SUNW SUNW TEVA TEVA TEVA TEVA SYMC SYMC SYMC SYMC SYMC SYMC TLAB TLAB TLAB TLAB TEVA TEVA TEVA TEVA TEVA TEVA VRSN VRSN VRSN VRSN TLAB TLAB TLAB TLAB TLAB TLAB VRTS VRTS VRTS VRTS VRSN 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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