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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	3/30/2004 7:02:06 PM
From: Gottfried	Read Replies (1) of 95708

bpNDX fell one to 39% [WFMI] Mar17 Mar18 Mar19 Mar22 Mar23 Mar24 Mar25 Mar26 Mar29 Mar30 AAPL AAPL AAPL AMAT AMAT AMAT APCC APCC APCC APOL APOL APOL BBBY AAPL BBBY BBBY BMET APCC AAPL BMET BMET CDWC AAPL AAPL AAPL AAPL APOL APCC CDWC CDWC CEPH APCC APCC AAPL APCC APCC BIIB APOL CEPH CEPH CHKP APOL APOL APCC APOL APOL BMET BIIB CHKP CHKP CMVT BMET BMET APOL BMET BMET CECO BMET CMVT CMVT COST CDWC CDWC BMET CECO CECO CEPH CECO COST COST CPWR CEPH CEPH CEPH CEPH CEPH CHKP CEPH CPWR CPWR CSCO CHKP CHKP CHKP CHKP CHKP CMVT CHKP CSCO CSCO EBAY CMVT CMVT CMVT CMVT CMVT COST CMVT EBAY EBAY ERTS COST COST COST COST COST CPWR COST ESRX ESRX ESRX CPWR CPWR CPWR CPWR CPWR CSCO CPWR FHCC FHCC FHCC CSCO CSCO CSCO CSCO CSCO ERTS CSCO FISV FISV FISV ERTS ERTS ERTS ERTS ERTS ESRX ERTS FLEX FLEX FLEX ESRX ESRX ESRX ESRX ESRX FHCC ESRX HSIC HSIC HSIC FHCC FHCC FHCC FHCC FHCC FISV FHCC JDSU JDSU JDSU FISV FISV FISV FISV FISV FLEX FISV JNPR JNPR JNPR FLEX FLEX FLEX FLEX FLEX HSIC FLEX LAMR LAMR LAMR HSIC HSIC HSIC HSIC HSIC IVGN HSIC LNCR LNCR LNCR JDSU JDSU JDSU JDSU JDSU JDSU IVGN MOLX MOLX MOLX JNPR JNPR JNPR JNPR JNPR JNPR JDSU MSFT MSFT MSFT LAMR LAMR LAMR LAMR LAMR LAMR JNPR NVDA NVDA NVDA LNCR LNCR LNCR LNCR LNCR LNCR LAMR ORCL ORCL ORCL MOLX MOLX MOLX MOLX MOLX MOLX LNCR PETM PETM PETM MSFT MSFT MSFT MSFT MSFT MSFT MOLX PIXR PIXR PIXR NVDA NVDA NVDA NVDA NVDA NVDA MSFT PSFT PSFT PSFT ORCL ORCL ORCL ORCL ORCL ORCL NVDA PTEN PTEN PTEN PETM PETM PETM PETM PETM PETM ORCL QCOM QCOM QCOM PIXR PIXR PIXR PIXR PIXR PIXR PETM ROST ROST ROST PTEN PTEN PTEN PTEN PTEN PTEN PIXR SBUX SBUX SBUX QCOM QCOM QCOM QCOM QCOM QCOM PTEN SIAL SIAL SIAL ROST ROST ROST ROST ROST ROST QCOM SPLS SPLS SPLS SBUX SBUX SBUX SBUX SBUX SBUX ROST SPOT SPOT SPOT SIAL SIAL SIAL SIAL SIAL SIAL SBUX SSCC SSCC SSCC SPLS SPLS SPLS SPLS SPLS SPLS SIAL SUNW SUNW SUNW SPOT SPOT SPOT SPOT SPOT SPOT SPLS SYMC SYMC SYMC SUNW SUNW SUNW SUNW SUNW SUNW SPOT TEVA TEVA TEVA SYMC SYMC SYMC SYMC SYMC SYMC SUNW TLAB TLAB TLAB TEVA TEVA TEVA TEVA TEVA TEVA SYMC WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI TEVA

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