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Technology Stocks : Semi Equipment Analysis

SOXX 330.35

+0.5%

Jan 12 4:00 PM EST

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To: James Calladine who started this subject	2/17/2004 9:02:17 PM
From: Gottfried	Read Replies (2) of 95708

bpNDX rose one to 70% [FHCC] Feb03 Feb04 Feb05 Feb06 Feb09 Feb10 Feb11 Feb12 Feb13 Feb17 AAPL ALTR AAPL AMAT ALTR AAPL AAPL AAPL AAPL AAPL AAPL APCC AMAT ALTR ALTR ALTR ALTR ALTR AAPL AAPL ALTR APOL APCC AMAT AMAT AMAT AMAT AMAT ALTR ALTR AMAT ATYT APOL APCC APCC APCC APCC APCC AMAT AMAT APCC BBBY ATYT APOL APOL APOL APOL APOL APCC APCC APOL BIIB BBBY ATYT ATYT ATYT ATYT ATYT APOL APOL ATYT BMET BIIB BBBY BBBY BBBY BBBY BBBY ATYT ATYT BBBY BRCM BMET BIIB BIIB BIIB BIIB BIIB BBBY BBBY BIIB CDWC CDWC BMET BMET BMET BMET BMET BIIB BIIB BMET CECO CECO CDWC CDWC CDWC CDWC CDWC BMET BMET CDWC CEPH CEPH CECO CECO CECO CECO CECO CDWC CDWC CECO CHKP CHKP CEPH CEPH CEPH CEPH CEPH CECO CECO CEPH CMCSA CMCSA CHKP CHKP CHKP CHKP CHKP CEPH CEPH CHKP CMVT CMVT CMCSA CMCSA CMCSA CMCSA CMCSA CHKP CHKP CMVT COST COST CMVT CMVT CMVT CMVT CMVT CMVT CMVT COST CPWR CPWR COST COST COST COST COST COST COST CPWR CSCO CSCO CPWR CPWR CPWR CPWR CPWR CPWR CPWR CSCO CTAS CTAS CSCO CSCO CSCO CSCO CSCO CSCO CSCO CTAS DELL DELL CTAS CTAS CTAS CTAS CTAS CTAS CTAS EBAY EBAY EBAY EBAY EBAY EBAY EBAY EBAY EBAY EBAY ESRX ESRX ESRX ESRX ESRX ESRX ESRX ESRX ESRX ESRX EXPD EXPD EXPD EXPD EXPD EXPD EXPD EXPD EXPD EXPD FAST FAST FAST FAST FAST FAST FAST FAST FAST FAST FHCC FISV FISV FISV FISV FISV FISV FISV FISV FISV FISV FLEX FLEX FLEX FLEX FLEX FLEX FLEX FLEX FLEX FLEX GENZ GENZ GENZ GENZ GENZ GENZ GENZ GENZ GENZ GENZ GNTX GNTX 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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