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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 (13266)	2/6/2004 8:41:49 PM
From: Gottfried	Read Replies (2) of 95719

bpNDX remains at 70% Jan26 Jan27 Jan28 Jan29 Jan30 Feb02 Feb03 Feb04 Feb05 Feb06 AAPL ALTR AAPL AMAT ALTR AAPL AMZN AMAT ALTR APCC AMZN AMAT AAPL APOL APCC AMZN ALTR AAPL ATYT APOL APCC AMAT ALTR AAPL BBBY ATYT APOL APCC AMAT ALTR AAPL BIIB BBBY ATYT APOL APCC AMAT ALTR AAPL BMET BIIB BBBY ATYT APOL APCC AMAT ALTR AAPL AAPL BRCM BMET BIIB BBBY ATYT APOL APCC AMAT ALTR ALTR CDWC BRCM BMET BIIB BBBY ATYT APOL APCC AMAT AMAT CECO CDWC BRCM BMET BIIB BBBY ATYT APOL APCC APCC CEPH CECO CDWC BRCM BMET BIIB BBBY ATYT APOL APOL CHKP CEPH CECO CDWC BRCM BMET BIIB BBBY ATYT ATYT CMCSA CHKP CEPH CECO CDWC BRCM BMET BIIB BBBY BBBY CMVT CMCSA CHKP CEPH CECO CDWC BRCM BMET BIIB BIIB COST CMVT CMCSA CHKP CEPH CECO CDWC CDWC BMET BMET CPWR COST CMVT CMCSA CHKP CEPH CECO CECO CDWC CDWC CSCO CPWR COST CMVT CMCSA CHKP CEPH CEPH CECO CECO CTAS CSCO CPWR COST CMVT CMCSA CHKP CHKP CEPH CEPH CTXS CTAS CSCO CPWR COST CMVT CMCSA CMCSA CHKP CHKP DELL CTXS CTAS CSCO CPWR COST CMVT CMVT CMCSA CMCSA EBAY DELL CTXS CTAS CSCO CPWR COST COST CMVT CMVT ESRX EBAY DELL CTXS CTAS CSCO CPWR CPWR COST COST EXPD ESRX EBAY DELL CTXS CTAS CSCO CSCO CPWR CPWR FAST EXPD ESRX EBAY DELL CTXS CTAS CTAS CSCO CSCO FISV FAST EXPD ESRX EBAY DELL DELL DELL CTAS CTAS FLEX FISV FAST EXPD ESRX EBAY EBAY EBAY EBAY EBAY GENZ FLEX FISV FAST EXPD ESRX ESRX ESRX ESRX ESRX GILD GENZ FLEX FISV FAST EXPD EXPD EXPD EXPD EXPD GNTX GILD GENZ FLEX FISV FAST FAST FAST FAST FAST GRMN GNTX GILD GENZ FLEX FISV FISV FISV FISV FISV HSIC GRMN GNTX GILD GENZ FLEX FLEX FLEX FLEX FLEX INTC HSIC GRMN GNTX GNTX GENZ GENZ GENZ GENZ GENZ INTU INTC HSIC GRMN GRMN GNTX GNTX GNTX GNTX GNTX IVGN INTU INTC HSIC HSIC HSIC HSIC HSIC HSIC HSIC JDSU IVGN INTU INTC INTC INTC INTC INTC INTC INTC JNPR JDSU IVGN INTU INTU INTU INTU INTU INTU INTU KLAC JNPR JDSU IVGN IVGN IVGN IVGN IVGN IVGN IVGN LAMR KLAC JNPR JDSU JDSU JDSU JDSU JDSU JDSU JDSU LLTC LAMR KLAC JNPR JNPR JNPR JNPR JNPR JNPR JNPR LNCR LLTC LAMR KLAC KLAC KLAC KLAC KLAC KLAC KLAC LVLT LNCR LLTC LAMR LAMR LAMR LAMR LAMR LAMR LAMR MERQ LVLT LNCR LLTC LLTC LLTC LLTC LLTC LLTC LLTC MLNM MERQ LVLT LNCR LNCR LNCR LNCR LNCR LNCR LNCR MOLX MLNM MERQ LVLT LVLT LVLT LVLT LVLT LVLT LVLT MRVL MOLX MLNM MERQ MERQ MERQ MERQ MERQ MERQ MERQ MSFT MRVL MOLX MLNM MLNM MLNM MLNM MLNM MLNM MLNM MXIM MSFT MRVL MOLX MOLX MOLX MOLX MOLX MOLX MOLX NVDA MXIM MSFT MRVL MRVL MRVL MRVL MRVL MRVL MRVL NVLS NVDA MXIM MSFT MSFT MSFT MSFT MSFT MSFT MSFT NXTL NXTL NVDA MXIM MXIM MXIM MXIM MXIM MXIM MXIM ORCL ORCL NXTL NVDA NVDA NVDA NVDA NVDA NVDA NVDA PCAR PCAR ORCL NXTL NXTL NXTL NXTL NXTL NXTL NXTL PETM PETM PCAR ORCL ORCL ORCL ORCL ORCL ORCL ORCL PSFT PSFT PETM PCAR PCAR PCAR PCAR PCAR PCAR PCAR PTEN PTEN PSFT PETM PETM PETM PETM PETM PETM PETM QCOM QCOM PTEN PSFT PSFT PSFT PSFT PSFT PSFT PSFT RIMM RIMM QCOM PTEN PTEN PTEN PTEN PTEN PTEN PTEN ROST ROST RIMM QCOM QCOM QCOM QCOM QCOM QCOM QCOM RYAAY RYAAY ROST RIMM RIMM RIMM RIMM RIMM RIMM RIMM SANM SANM SANM ROST ROST ROST ROST ROST ROST ROST SBUX SBUX SBUX SANM SANM SANM SANM SANM SANM SANM SEBL SEBL SEBL SBUX SBUX SBUX SBUX SBUX SBUX SBUX SIAL SIAL SIAL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SNPS SNPS SNPS SIAL SIAL SIAL SIAL SIAL SIAL SIAL SPLS SPLS SPLS SNPS SNPS SNPS SNPS SNPS SNPS SNPS SPOT SPOT SPOT SPLS SPLS SPLS SPLS SPLS SPLS SPLS SSCC SSCC SSCC SPOT SPOT SPOT SPOT SPOT SPOT SPOT SUNW SUNW SUNW SSCC SSCC SSCC SSCC SSCC SSCC SSCC SYMC SYMC SYMC SUNW SUNW SUNW SUNW SUNW SUNW SUNW TEVA TEVA TEVA SYMC SYMC SYMC SYMC SYMC SYMC SYMC TLAB TLAB TLAB TEVA TEVA TEVA TEVA TEVA TEVA TEVA VRSN VRSN VRSN TLAB TLAB TLAB TLAB TLAB TLAB TLAB VRTS VRTS VRTS VRSN 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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