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Technology Stocks : Semi Equipment Analysis

SOXX 331.90

-0.4%

4:00 PM EST

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To: Gottfried who wrote (13282)	2/9/2004 8:14:42 PM
From: Gottfried	Read Replies (1) of 95718

bpNDX stays at 70% Jan27 Jan28 Jan29 Jan30 Feb02 Feb03 Feb04 Feb05 Feb06 Feb09 AAPL ALTR AAPL AMAT ALTR AMZN AMAT AAPL APCC AMZN ALTR AAPL APOL APCC AMAT ALTR AAPL ATYT APOL APCC AMAT ALTR AAPL BBBY ATYT APOL APCC AMAT ALTR AAPL BIIB BBBY ATYT APOL APCC AMAT ALTR AAPL AAPL AAPL BMET BIIB BBBY ATYT APOL APCC AMAT ALTR ALTR ALTR BRCM BMET BIIB BBBY ATYT APOL APCC AMAT AMAT AMAT CDWC BRCM BMET BIIB BBBY ATYT APOL APCC APCC APCC CECO CDWC BRCM BMET BIIB BBBY ATYT APOL APOL APOL CEPH CECO CDWC BRCM BMET BIIB BBBY ATYT ATYT ATYT CHKP CEPH CECO CDWC BRCM BMET BIIB BBBY BBBY BBBY CMCSA CHKP CEPH CECO CDWC BRCM BMET BIIB BIIB BIIB CMVT CMCSA CHKP CEPH CECO CDWC CDWC BMET BMET BMET COST CMVT CMCSA CHKP CEPH CECO CECO CDWC CDWC CDWC CPWR COST CMVT CMCSA CHKP CEPH CEPH CECO CECO CECO CSCO CPWR COST CMVT CMCSA CHKP CHKP CEPH CEPH CEPH CTAS CSCO CPWR COST CMVT CMCSA CMCSA CHKP CHKP CHKP CTXS CTAS CSCO CPWR COST CMVT CMVT CMCSA CMCSA CMCSA DELL CTXS CTAS CSCO CPWR COST COST CMVT CMVT CMVT EBAY DELL CTXS CTAS CSCO CPWR CPWR COST COST COST ESRX EBAY DELL CTXS CTAS CSCO CSCO CPWR CPWR CPWR EXPD ESRX EBAY DELL CTXS CTAS CTAS CSCO CSCO CSCO FAST EXPD ESRX EBAY DELL DELL DELL CTAS CTAS CTAS FISV FAST EXPD ESRX EBAY EBAY EBAY EBAY EBAY EBAY FLEX FISV FAST EXPD ESRX ESRX ESRX ESRX ESRX ESRX GENZ FLEX FISV FAST EXPD EXPD EXPD EXPD EXPD EXPD GILD GENZ FLEX FISV FAST FAST FAST FAST FAST FAST GNTX GILD GENZ FLEX FISV FISV FISV FISV FISV FISV GRMN GNTX GILD GENZ FLEX FLEX FLEX FLEX FLEX FLEX HSIC GRMN GNTX GNTX GENZ GENZ GENZ GENZ GENZ GENZ INTC HSIC GRMN GRMN GNTX GNTX GNTX GNTX GNTX GNTX INTU INTC HSIC HSIC HSIC HSIC HSIC HSIC HSIC HSIC IVGN INTU INTC INTC INTC INTC INTC INTC INTC INTC JDSU IVGN INTU INTU INTU INTU INTU INTU INTU INTU JNPR JDSU IVGN IVGN IVGN IVGN IVGN IVGN IVGN IVGN KLAC JNPR JDSU JDSU JDSU JDSU JDSU JDSU JDSU JDSU LAMR KLAC JNPR JNPR JNPR JNPR JNPR JNPR JNPR JNPR LLTC LAMR KLAC KLAC KLAC KLAC KLAC KLAC KLAC KLAC LNCR LLTC LAMR LAMR LAMR LAMR LAMR LAMR LAMR LAMR LVLT LNCR LLTC LLTC LLTC LLTC LLTC LLTC LLTC LLTC MERQ LVLT LNCR LNCR LNCR LNCR LNCR LNCR LNCR LNCR MLNM MERQ LVLT LVLT LVLT LVLT LVLT LVLT LVLT LVLT MOLX MLNM MERQ MERQ MERQ MERQ MERQ MERQ MERQ MERQ MRVL MOLX MLNM MLNM MLNM MLNM MLNM MLNM MLNM MLNM MSFT MRVL MOLX MOLX MOLX MOLX MOLX MOLX MOLX MOLX MXIM MSFT MRVL MRVL MRVL MRVL MRVL MRVL MRVL MRVL NVDA MXIM MSFT MSFT MSFT MSFT MSFT MSFT MSFT MSFT NXTL NVDA MXIM MXIM MXIM MXIM MXIM MXIM MXIM MXIM ORCL NXTL NVDA NVDA NVDA NVDA NVDA NVDA NVDA NVDA PCAR ORCL NXTL NXTL NXTL NXTL NXTL NXTL NXTL NXTL PETM PCAR ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL PSFT PETM PCAR PCAR PCAR PCAR PCAR PCAR PCAR PCAR PTEN PSFT PETM PETM PETM PETM PETM PETM PETM PETM QCOM PTEN PSFT PSFT PSFT PSFT PSFT PSFT PSFT PSFT RIMM QCOM PTEN PTEN PTEN PTEN PTEN PTEN PTEN PTEN ROST RIMM QCOM QCOM QCOM QCOM QCOM QCOM QCOM QCOM RYAAY ROST RIMM RIMM RIMM RIMM RIMM RIMM RIMM RIMM SANM SANM ROST ROST ROST ROST ROST ROST ROST ROST SBUX SBUX SANM SANM SANM SANM SANM SANM SANM SANM SEBL SEBL SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SIAL SIAL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SNPS SNPS SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SPLS SPLS SNPS SNPS SNPS SNPS SNPS SNPS SNPS SNPS SPOT SPOT SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SSCC SSCC SPOT SPOT SPOT SPOT SPOT SPOT SPOT SPOT SUNW SUNW SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SYMC SYMC SUNW SUNW SUNW SUNW SUNW SUNW SUNW SUNW TEVA TEVA SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC TLAB TLAB TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA VRSN VRSN TLAB TLAB TLAB TLAB TLAB TLAB TLAB TLAB VRTS VRTS VRSN 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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