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Technology Stocks : Semi Equipment Analysis

SOXX 342.47

+1.6%

Jan 16 4:00 PM EST

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To: Donald Wennerstrom who wrote (29156)	3/8/2006 7:56:23 PM
From: Gottfried	Read Replies (1) of 95738

bpNDX fell three to 54% [AMAT KLAC LRCX] Feb23 Feb24 Feb27 Feb28 Mar01 Mar02 Mar03 Mar06 Mar07 Mar08 AAPL AAPL AAPL ADBE ADBE ADBE ALTR ALTR ALTR AMAT AMAT ADBE AAPL AAPL AAPL AAPL AMAT ATYT ATYT ALTR ADBE ADBE ADBE ADBE ATYT BEAS BEAS AMAT ADBE AMAT AMAT AMAT AMAT BEAS BIIB BIIB BEAS ALTR ATYT ATYT ATYT ATYT BIIB BRCM BRCM BIIB AMAT BEAS BEAS BEAS BEAS BRCM CDNS CDNS BRCM BEAS ADBE BIIB BIIB BIIB BIIB CDNS CELG CELG CDNS BIIB ALTR BRCM BRCM BRCM BRCM CELG CHIR CHIR CELG BRCM BEAS CDNS CDNS CDNS CDNS CHIR CHKP CHKP CHIR CDNS BIIB CELG CELG CELG CELG CHKP CHRW CHRW CHKP CELG BRCM CHIR CHIR CHIR CHIR CHRW CKFR CKFR CHRW CHIR CDNS CHKP CHKP CHKP CHKP CKFR CMVT CMVT CKFR CHKP CELG CHRW CHRW CHRW CHRW CMVT COST COST CMVT CHRW CHIR CKFR CKFR CKFR CKFR COST CSCO CSCO COST CKFR CHKP CMVT CMVT CMVT CMVT CSCO CTAS CTAS CSCO CMVT CHRW COST COST COST COST CTAS CTSH CTSH CTAS COST CKFR CTAS CTAS CTAS CTAS CTSH CTXS CTXS CTSH CSCO CMVT CTSH CTSH CTSH CTSH CTXS ERICY ERICY CTXS CTAS COST CTXS CTXS CTXS CTXS ERICY EXPD EXPD ERICY CTSH CSCO ERICY ERICY ERICY ERICY EXPD EXPE EXPE EXPD CTXS CTAS EXPD EXPD EXPD EXPD EXPE FAST FAST EXPE ERICY CTSH EXPE EXPE EXPE EXPE FAST GILD GILD FAST EXPD CTXS FAST FAST FAST FAST GILD GOOG GOOG GILD EXPE ERICY GILD GILD GILD GILD GOOG GRMN GRMN GOOG FAST EXPD GOOG GOOG GOOG GOOG GRMN ISRG ISRG GRMN GILD EXPE GRMN GRMN GRMN GRMN ISRG JDSU JDSU JDSU GRMN FAST JDSU JDSU ISRG ISRG JDSU JNPR JNPR JNPR JDSU GILD JOYG JOYG JDSU JDSU JNPR JOYG JOYG JOYG JNPR GRMN KLAC KLAC JOYG JOYG JOYG KLAC KLAC KLAC JOYG JDSU LAMR LAMR KLAC KLAC KLAC LAMR LAMR LAMR KLAC JNPR LRCX LRCX LAMR LAMR LAMR LRCX LRCX LRCX LAMR JOYG MCHP MCHP LRCX LRCX LRCX MCHP MCHP MCHP LRCX LAMR MEDI MEDI MCHP MCHP MCHP MEDI MEDI MEDI MCHP MCHP MNST MNST MEDI MEDI MEDI MNST MNST MNST MEDI MEDI MSFT MSFT MNST MNST MNST MRVL MRVL MRVL MNST MNST MXIM MXIM MSFT MSFT MSFT MSFT MSFT MSFT MSFT MSFT NIHD NIHD MXIM MXIM MXIM MXIM MXIM MXIM MXIM MXIM NTAP NTAP NIHD NIHD NIHD NIHD NIHD NIHD NIHD NIHD NTLI NTLI NTAP NTAP NTAP NTAP NTAP NTAP NTAP NTAP NVDA NVDA NTLI NTLI NTLI NTLI NTLI NTLID NTLID NTLID ORCL ORCL NVDA NVDA NVDA NVDA NVDA NVDA NVDA NVDA PAYX PAYX ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL PCAR PCAR PAYX PAYX PAYX PAYX PAYX PAYX PAYX PAYX PIXR PIXR PCAR PCAR PCAR PCAR PCAR PCAR PCAR PCAR PTEN PTEN PIXR PIXR PIXR PIXR PIXR PIXR PIXR PIXR QCOM QCOM QCOM QCOM QCOM QCOM QCOM QCOM QCOM QCOM RHAT RHAT RHAT RHAT RHAT RHAT RHAT RHAT RHAT RHAT RIMM RIMM RIMM RIMM RIMM RIMM RIMM RIMM RIMM RIMM SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SEPR SEPR SEPR SEPR SEPR SEPR SEPR SEPR SEPR SEPR SHLD SHLD SHLD SHLD SHLD SHLD SHLD SHLD SHLD SHLD SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SUNW SUNW SUNW SUNW SUNW SUNW SUNW SUNW SUNW SUNW 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 WYNN WYNN WYNN WYNN WYNN WYNN WYNN WYNN WYNN WYNN XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY

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