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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

Dec 9 4:00 PM EST

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To: James Calladine who started this subject	3/1/2004 8:23:55 PM
From: Gottfried	Read Replies (2) of 95541

bpNDX stays 61% Feb17 Feb18 Feb19 Feb20 Feb23 Feb24 Feb25 Feb26 Feb27 Mar01 AAPL AAPL ALTR AAPL ALTR AMAT ALTR AMAT AAPL APCC AMAT APCC ALTR APOL APCC APOL AMAT AAPL ATYT APOL ATYT APCC ALTR BBBY ATYT BBBY APOL AMAT BIIB BBBY BIIB ATYT APCC AAPL AAPL BMET BIIB BMET BBBY APOL ALTR ALTR CDWC BMET CDWC BIIB ATYT AMAT AMAT AAPL AAPL AAPL CECO CDWC CECO BMET BBBY APCC APCC ALTR ALTR ALTR CEPH CECO CEPH CDWC BIIB APOL APOL AMAT AMAT AMAT CHKP CEPH CHKP CECO BMET ATYT ATYT APCC APCC APCC CMVT CHKP CMVT CEPH CDWC BBBY BBBY APOL APOL APOL COST CMVT COST CHKP CECO BIIB BIIB ATYT ATYT ATYT CPWR COST CPWR CMVT CEPH BMET BMET BBBY BBBY BBBY CSCO CPWR CSCO COST CHKP CDWC CDWC BIIB BIIB BIIB CTAS CSCO EBAY CPWR CMVT CECO CECO BMET BMET BMET EBAY EBAY ESRX CSCO COST CEPH CEPH CDWC CDWC CDWC ESRX ESRX EXPD EBAY CPWR CHKP CHKP CECO CECO CECO EXPD EXPD FAST ESRX CSCO CMVT CMVT CEPH CEPH CEPH FAST FAST FHCC EXPD EBAY COST COST CHKP CHKP CHKP FHCC FHCC FISV FAST ESRX CPWR CPWR CMVT CMVT CMVT FISV FISV FLEX FHCC EXPD CSCO CSCO COST COST COST FLEX FLEX GENZ FISV FAST EBAY EBAY CPWR CPWR CPWR GENZ GENZ GNTX FLEX FHCC ESRX ESRX CSCO CSCO CSCO GNTX GNTX HSIC GNTX FISV EXPD EXPD EBAY EBAY EBAY HSIC HSIC INTC HSIC FLEX FAST FAST ESRX ESRX ESRX INTC INTC IVGN INTC GNTX FHCC FHCC EXPD EXPD EXPD INTU INTU JDSU IVGN HSIC FISV FISV FAST FAST FAST IVGN IVGN JNPR JDSU JDSU FLEX FLEX FHCC FHCC FHCC JDSU JDSU KLAC JNPR JNPR GNTX GNTX FISV FISV FISV JNPR JNPR LAMR KLAC KLAC HSIC HSIC FLEX FLEX FLEX KLAC KLAC LLTC LAMR LAMR JDSU JDSU HSIC HSIC HSIC LAMR LAMR LNCR LLTC LLTC JNPR JNPR JDSU JDSU JDSU LLTC LLTC LVLT LNCR LNCR KLAC KLAC JNPR JNPR JNPR LNCR LNCR MERQ LVLT LVLT LAMR LAMR LAMR LAMR LAMR LVLT LVLT MLNM MERQ MERQ LLTC LLTC LLTC LLTC LLTC MERQ MERQ MOLX MLNM MLNM LNCR LNCR LNCR LNCR LNCR MLNM MLNM MRVL MOLX MOLX MERQ MERQ MERQ MERQ MERQ MOLX MOLX MSFT MRVL MRVL MLNM MLNM MLNM MLNM MLNM MRVL MRVL MXIM MSFT MSFT MOLX MOLX MOLX MOLX MOLX MSFT MSFT NVDA MXIM MXIM MRVL MRVL MRVL MRVL MRVL MXIM MXIM NXTL NVDA NVDA MSFT MSFT MSFT MSFT MSFT NVDA NVDA ORCL NXTL NXTL MXIM MXIM MXIM MXIM MXIM NXTL NXTL PCAR ORCL ORCL NVDA NVDA NVDA NVDA NVDA ORCL ORCL PDCO PCAR PCAR NXTL NXTL NXTL NXTL NXTL PCAR PCAR PETM PETM PETM ORCL ORCL ORCL ORCL ORCL PETM PETM PIXR PIXR PIXR PCAR PCAR PCAR PCAR PCAR PSFT PSFT PSFT PSFT PSFT PETM PETM PETM PETM PETM PTEN PTEN PTEN PTEN PTEN PIXR PIXR PIXR PIXR PIXR QCOM QCOM QCOM QCOM QCOM PSFT PSFT PSFT PSFT PSFT RIMM RIMM RIMM RIMM RIMM PTEN PTEN PTEN PTEN PTEN ROST ROST ROST ROST ROST QCOM QCOM QCOM QCOM QCOM SANM SANM SANM SANM SANM RIMM RIMM RIMM RIMM RIMM SBUX SBUX SBUX SBUX SBUX ROST ROST ROST ROST ROST SEBL SEBL SEBL SEBL SEBL SANM SANM SANM SANM SANM SIAL SIAL SIAL SIAL SIAL SBUX SBUX SBUX SBUX SBUX SNPS SNPS SNPS SNPS SNPS SEBL SEBL SEBL SEBL SEBL SPLS SPLS SPLS SPLS SPLS SIAL SIAL SIAL SIAL SIAL SPOT SPOT SPOT SPOT SPOT SPLS SPLS SPLS SPLS SPLS SSCC SSCC SSCC SSCC SSCC SPOT SPOT SPOT SPOT SPOT SUNW SUNW SUNW SUNW SUNW SSCC SSCC SSCC SSCC SSCC SYMC SYMC SYMC SYMC SYMC SUNW SUNW SUNW SUNW SUNW TEVA TEVA TEVA TEVA TEVA SYMC SYMC SYMC SYMC SYMC TLAB TLAB TLAB TLAB TLAB TEVA TEVA TEVA TEVA TEVA VRSN VRSN VRSN VRSN VRSN TLAB TLAB TLAB TLAB TLAB WFMI WFMI WFMI WFMI WFMI VRSN VRSN VRSN VRSN VRSN XLNX XLNX XLNX XLNX XLNX WFMI WFMI WFMI WFMI WFMI YHOO YHOO YHOO YHOO YHOO XLNX XLNX XLNX XLNX XLNX

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