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Technology Stocks : Semi Equipment Analysis

SOXX 333.30

+0.9%

Jan 13 4:00 PM EST

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To: Gottfried who wrote (13307)	2/11/2004 8:21:20 PM
From: Gottfried	Read Replies (1) of 95713

bpNDX stays 70% Jan29 Jan30 Feb02 Feb03 Feb04 Feb05 Feb06 Feb09 Feb10 Feb11 AAPL ALTR AAPL AMAT ALTR AAPL APCC AMAT ALTR AAPL APOL APCC AMAT ALTR AAPL ATYT APOL APCC AMAT ALTR AAPL AAPL AAPL AAPL AAPL BBBY ATYT APOL APCC AMAT ALTR ALTR ALTR ALTR ALTR BIIB BBBY ATYT APOL APCC AMAT AMAT AMAT AMAT AMAT BMET BIIB BBBY ATYT APOL APCC APCC APCC APCC APCC BRCM BMET BIIB BBBY ATYT APOL APOL APOL APOL APOL CDWC BRCM BMET BIIB BBBY ATYT ATYT ATYT ATYT ATYT CECO CDWC BRCM BMET BIIB BBBY BBBY BBBY BBBY BBBY CEPH CECO CDWC BRCM BMET BIIB BIIB BIIB BIIB BIIB CHKP CEPH CECO CDWC CDWC BMET BMET BMET BMET BMET CMCSA CHKP CEPH CECO CECO CDWC CDWC CDWC CDWC CDWC CMVT CMCSA CHKP CEPH CEPH CECO CECO CECO CECO CECO COST CMVT CMCSA CHKP CHKP CEPH CEPH CEPH CEPH CEPH CPWR COST CMVT CMCSA CMCSA CHKP CHKP CHKP CHKP CHKP CSCO CPWR COST CMVT CMVT CMCSA CMCSA CMCSA CMCSA CMCSA CTAS CSCO CPWR COST COST CMVT CMVT CMVT CMVT CMVT CTXS CTAS CSCO CPWR CPWR COST COST COST COST COST DELL CTXS CTAS CSCO CSCO CPWR CPWR CPWR CPWR CPWR EBAY DELL CTXS CTAS CTAS CSCO CSCO CSCO CSCO CSCO ESRX EBAY DELL DELL DELL CTAS CTAS CTAS CTAS CTAS EXPD ESRX EBAY EBAY EBAY EBAY EBAY EBAY EBAY EBAY FAST EXPD ESRX ESRX ESRX ESRX ESRX ESRX ESRX ESRX FISV FAST EXPD EXPD EXPD EXPD EXPD EXPD EXPD EXPD FLEX FISV FAST FAST FAST FAST FAST FAST FAST FAST GENZ FLEX FISV FISV FISV FISV FISV FISV FISV FISV GILD GENZ FLEX FLEX FLEX FLEX FLEX FLEX FLEX FLEX GNTX GNTX GENZ GENZ GENZ GENZ GENZ GENZ GENZ GENZ GRMN GRMN GNTX GNTX GNTX GNTX GNTX GNTX GNTX GNTX HSIC HSIC HSIC HSIC HSIC HSIC HSIC HSIC HSIC HSIC INTC INTC INTC INTC INTC INTC INTC INTC INTC INTC INTU INTU INTU INTU INTU INTU INTU INTU INTU INTU IVGN IVGN IVGN IVGN IVGN IVGN IVGN IVGN IVGN IVGN JDSU JDSU JDSU JDSU JDSU JDSU JDSU JDSU JDSU JDSU JNPR JNPR JNPR JNPR JNPR JNPR JNPR JNPR JNPR JNPR KLAC KLAC KLAC KLAC KLAC KLAC KLAC KLAC KLAC KLAC LAMR LAMR LAMR LAMR LAMR LAMR LAMR LAMR LAMR LAMR LLTC LLTC LLTC LLTC LLTC LLTC LLTC LLTC LLTC LLTC LNCR LNCR LNCR LNCR LNCR LNCR LNCR LNCR LNCR LNCR LVLT LVLT LVLT LVLT LVLT LVLT LVLT LVLT LVLT LVLT MERQ MERQ MERQ MERQ MERQ MERQ MERQ MERQ MERQ MERQ MLNM MLNM MLNM MLNM MLNM MLNM MLNM MLNM MLNM MLNM MOLX MOLX MOLX MOLX MOLX MOLX MOLX MOLX MOLX MOLX MRVL MRVL MRVL MRVL MRVL MRVL MRVL MRVL MRVL MRVL MSFT MSFT MSFT MSFT MSFT MSFT MSFT MSFT MSFT MSFT MXIM MXIM MXIM MXIM MXIM MXIM MXIM MXIM MXIM MXIM NVDA NVDA NVDA NVDA NVDA NVDA NVDA NVDA NVDA NVDA NXTL NXTL NXTL NXTL NXTL NXTL NXTL NXTL NXTL NXTL ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL PCAR PCAR PCAR PCAR PCAR PCAR PCAR PCAR PCAR PCAR PETM PETM PETM PETM PETM PETM PETM PETM PETM PETM PSFT PSFT PSFT PSFT PSFT PSFT PSFT PSFT PSFT PSFT PTEN PTEN PTEN PTEN PTEN PTEN PTEN PTEN PTEN PTEN QCOM QCOM QCOM QCOM QCOM QCOM QCOM QCOM QCOM QCOM RIMM RIMM RIMM RIMM RIMM RIMM RIMM RIMM RIMM RIMM ROST ROST ROST ROST ROST ROST ROST ROST ROST ROST SANM SANM SANM SANM SANM SANM SANM SANM SANM SANM SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SNPS SNPS SNPS SNPS SNPS SNPS SNPS SNPS SNPS SNPS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPOT SPOT SPOT SPOT SPOT SPOT SPOT SPOT SPOT SPOT SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SUNW SUNW SUNW SUNW SUNW SUNW SUNW SUNW SUNW SUNW SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TLAB TLAB TLAB TLAB TLAB TLAB TLAB TLAB TLAB TLAB VRSN VRSN 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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