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Technology Stocks : Semi Equipment Analysis

SOXX 295.15

-2.3%

Nov 11 4:00 PM EST

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To: Gottfried who wrote (13613)	2/27/2004 8:43:53 PM
From: Gottfried	Read Replies (1) of 95397

bpNDX stays at 61% Feb13 Feb17 Feb18 Feb19 Feb20 Feb23 Feb24 Feb25 Feb26 Feb27 AAPL AAPL AAPL ALTR AAPL ALTR ALTR AMAT ALTR AMAT AAPL AMAT APCC AMAT APCC ALTR APCC APOL APCC APOL AMAT AAPL APOL ATYT APOL ATYT APCC ALTR ATYT BBBY ATYT BBBY APOL AMAT BBBY BIIB BBBY BIIB ATYT APCC AAPL AAPL BIIB BMET BIIB BMET BBBY APOL ALTR ALTR BMET CDWC BMET CDWC BIIB ATYT AMAT AMAT AAPL AAPL CDWC CECO CDWC CECO BMET BBBY APCC APCC ALTR ALTR CECO CEPH CECO CEPH CDWC BIIB APOL APOL AMAT AMAT CEPH CHKP CEPH CHKP CECO BMET ATYT ATYT APCC APCC CHKP CMVT CHKP CMVT CEPH CDWC BBBY BBBY APOL APOL CMVT COST CMVT COST CHKP CECO BIIB BIIB ATYT ATYT COST CPWR COST CPWR CMVT CEPH BMET BMET BBBY BBBY CPWR CSCO CPWR CSCO COST CHKP CDWC CDWC BIIB BIIB CSCO CTAS CSCO EBAY CPWR CMVT CECO CECO BMET BMET CTAS EBAY EBAY ESRX CSCO COST CEPH CEPH CDWC CDWC EBAY ESRX ESRX EXPD EBAY CPWR CHKP CHKP CECO CECO ESRX EXPD EXPD FAST ESRX CSCO CMVT CMVT CEPH CEPH EXPD FAST FAST FHCC EXPD EBAY COST COST CHKP CHKP FAST FHCC FHCC FISV FAST ESRX CPWR CPWR CMVT CMVT FISV FISV FISV FLEX FHCC EXPD CSCO CSCO COST COST FLEX FLEX FLEX GENZ FISV FAST EBAY EBAY CPWR CPWR GENZ GENZ GENZ GNTX FLEX FHCC ESRX ESRX CSCO CSCO GNTX GNTX GNTX HSIC GNTX FISV EXPD EXPD EBAY EBAY HSIC HSIC HSIC INTC HSIC FLEX FAST FAST ESRX ESRX INTC INTC INTC IVGN INTC GNTX FHCC FHCC EXPD EXPD INTU INTU INTU JDSU IVGN HSIC FISV FISV FAST FAST IVGN IVGN IVGN JNPR JDSU JDSU FLEX FLEX FHCC FHCC JDSU JDSU JDSU KLAC JNPR JNPR GNTX GNTX FISV FISV JNPR JNPR JNPR LAMR KLAC KLAC HSIC HSIC FLEX FLEX KLAC KLAC KLAC LLTC LAMR LAMR JDSU JDSU HSIC HSIC LAMR LAMR LAMR LNCR LLTC LLTC JNPR JNPR JDSU JDSU LLTC LLTC LLTC LVLT LNCR LNCR KLAC KLAC JNPR JNPR LNCR LNCR LNCR MERQ LVLT LVLT LAMR LAMR LAMR LAMR LVLT LVLT LVLT MLNM MERQ MERQ LLTC LLTC LLTC LLTC MERQ MERQ MERQ MOLX MLNM MLNM LNCR LNCR LNCR LNCR MLNM MLNM MLNM MRVL MOLX MOLX MERQ MERQ MERQ MERQ MOLX MOLX MOLX MSFT MRVL MRVL MLNM MLNM MLNM MLNM MRVL MRVL MRVL MXIM MSFT MSFT MOLX MOLX MOLX MOLX MSFT MSFT MSFT NVDA MXIM MXIM MRVL MRVL MRVL MRVL MXIM MXIM MXIM NXTL NVDA NVDA MSFT MSFT MSFT MSFT NVDA NVDA NVDA ORCL NXTL NXTL MXIM MXIM MXIM MXIM NXTL NXTL NXTL PCAR ORCL ORCL NVDA NVDA NVDA NVDA ORCL ORCL ORCL PDCO PCAR PCAR NXTL NXTL NXTL NXTL PCAR PCAR PCAR PETM PETM PETM ORCL ORCL ORCL ORCL PETM PETM PETM PIXR PIXR PIXR PCAR PCAR PCAR PCAR PSFT PSFT PSFT PSFT PSFT PSFT PETM PETM PETM PETM PTEN PTEN PTEN PTEN PTEN PTEN PIXR PIXR PIXR PIXR QCOM QCOM QCOM QCOM QCOM QCOM PSFT PSFT PSFT PSFT RIMM RIMM RIMM RIMM RIMM RIMM PTEN PTEN PTEN PTEN ROST ROST ROST ROST ROST ROST QCOM QCOM QCOM QCOM SANM SANM SANM SANM SANM SANM RIMM RIMM RIMM RIMM SBUX SBUX SBUX SBUX SBUX SBUX ROST ROST ROST ROST SEBL SEBL SEBL SEBL SEBL SEBL SANM SANM SANM SANM SIAL SIAL SIAL SIAL SIAL SIAL SBUX SBUX SBUX SBUX SNPS SNPS SNPS SNPS SNPS SNPS SEBL SEBL SEBL SEBL SPLS SPLS SPLS SPLS SPLS SPLS SIAL SIAL SIAL SIAL SPOT SPOT SPOT SPOT SPOT SPOT SPLS SPLS SPLS SPLS SSCC SSCC SSCC SSCC SSCC SSCC SPOT SPOT SPOT SPOT SUNW SUNW SUNW SUNW SUNW SUNW SSCC SSCC SSCC SSCC SYMC SYMC SYMC SYMC SYMC SYMC SUNW SUNW SUNW SUNW TEVA TEVA TEVA TEVA TEVA TEVA SYMC SYMC SYMC SYMC TLAB TLAB TLAB TLAB TLAB TLAB TEVA TEVA TEVA TEVA VRSN VRSN VRSN VRSN VRSN VRSN TLAB TLAB TLAB TLAB WFMI WFMI WFMI WFMI WFMI WFMI VRSN VRSN VRSN VRSN XLNX XLNX XLNX XLNX XLNX XLNX WFMI WFMI WFMI WFMI YHOO YHOO YHOO YHOO YHOO YHOO XLNX XLNX XLNX XLNX

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