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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (7846)	12/20/2002 8:54:03 PM
From: Gottfried	Respond to of 95530

bpNDX remains at 62%. SEBL dropped, PDCO added. Dec03 Dec04 Dec05 Dec06 Dec09 Dec10 Dec11 Dec12 Dec13 Dec16 Dec17 Dec18 Dec19 Dec20 AAPL ABGX ADBE ADRX ALTR AMAT AAPL AMCC ABGX AMZN ADBE AAPL AAPL ATML ADRX ABGX ABGX BBBY ALTR ADBE ADBE BEAS AMAT ADRX ADRX AAPL BGEN AMCC ALTR ALTR ABGX BMET AMZN AMAT AMAT ADBE AAPL AAPL AAPL BRCM ATML AMCC AMCC ADRX ABGX ABGX ABGX CDWC BBBY AMZN AMZN ALTR ADBE ADBE ADBE CHIR BEAS ATML ATML AMCC ADRX ADRX ADRX CHKP BGEN BBBY BBBY AMZN ALTR ALTR ALTR AAPL CHTR BMET BEAS BEAS ATML AMCC AMCC AMCC ABGX CIEN CDWC BGEN BGEN BBBY AMZN AMZN AMZN ADBE AAPL AAPL AAPL CMCSK CHIR BMET BMET BEAS ATML ATML ATML ADRX ABGX ABGX ABGX CMVT CHKP CHIR CHIR BGEN BBBY BBBY BBBY ALTR ADBE ADBE ADBE AAPL AAPL COST CHTR CHKP CHKP BMET BEAS BEAS BEAS AMCC ADRX ADRX ADRX ABGX ABGX CPWR CIEN CHTR CHTR CHIR BGEN BGEN BGEN AMGN ALTR ALTR ALTR ADBE ADBE CSCO CMCSK CIEN CIEN CHKP BMET BMET BMET AMZN AMCC AMCC AMCC ADRX ADRX CTAS CMVT CMCSK CMCSK CHTR CHIR CHIR CHIR ATML AMGN AMGN AMGN ALTR ALTR DELL COST CMVT CMVT CIEN CHKP CHKP CHKP BEAS AMZN AMZN AMZN AMGN AMGN DISH CPWR COST COST CMCSK CHTR CHTR CHTR BGEN ATML ATML ATML AMZN AMZN DLTR CSCO CPWR CPWR CMVT CIEN CIEN CIEN BMET BEAS BEAS BEAS APOL APOL EBAY CTAS CSCO CSCO COST CMCSK CMCSK CMCSK CHIR BGEN BGEN BGEN ATML ATML ERICY DELL CTAS CTAS CPWR CMVT CMVT CMVT CHTR BMET BMET BMET BEAS BEAS ERTS DISH DELL DELL CSCO COST COST COST CIEN CHIR CHIR CHIR BGEN BGEN FISV DLTR DISH DISH CTAS CPWR CPWR CPWR CMCSK CHTR CHTR CHTR BMET BMET FLEX EBAY DLTR DLTR DELL CSCO CSCO CSCO CMVT CIEN CIEN CIEN CHIR CHIR GENZ ERICY EBAY EBAY DISH CTAS CTAS CTAS COST CMVT CMVT CMVT CHTR CHTR GILD ERTS ERICY ERICY DLTR DELL DELL DELL CPWR COST CPWR CPWR CIEN CIEN GMSTE FISV ERTS ERTS EBAY DISH DISH DISH CSCO CPWR CSCO CSCO CMVT CMVT HGSI FLEX FISV FISV ERICY DLTR DLTR DLTR CTAS CSCO CTAS CTAS CPWR CPWR ICOS GENZ FLEX FLEX ERTS EBAY EBAY EBAY DELL CTAS DELL DELL CSCO CSCO IDTI GILD GENZ GENZ FISV ERICY ERICY ERICY DISH DELL DISH DISH CTXS CTXS IMCL GMSTE GILD GILD FLEX FISV FISV FISV DLTR DISH DLTR DLTR DELL DELL INTC HGSI GMSTE GMSTE GENZ FLEX FLEX FLEX EBAY DLTR EBAY EBAY DISH DISH JDSU ICOS HGSI HGSI GILD GENZ GENZ GENZ ERICY EBAY ERICY ERICY DLTR DLTR JNPR IMCL ICOS ICOS GMSTE GILD GILD GILD FISV ERICY FISV FISV EBAY EBAY KLAC INTC IMCL IMCL HGSI GMSTE GMSTE GMSTE FLEX FISV FLEX FLEX ERICY ERICY LLTC JDSU INTC INTC ICOS HGSI HGSI HGSI GENZ FLEX GENZ GENZ FISV FISV LNCR JNPR JDSU JDSU IMCL ICOS ICOS ICOS GILD GENZ GILD GILD FLEX FLEX MCHP KLAC JNPR JNPR INTC IMCL IMCL IMCL GMSTE GILD HGSI HGSI GENZ GENZ MERQ LLTC KLAC KLAC JDSU INTC INTC INTC HGSI HGSI ICOS ICOS GILD GILD MLNM LNCR LLTC LLTC JNPR JDSU JDSU JDSU ICOS ICOS IMCL IMCL HGSI HGSI MSFT MCHP LNCR LNCR KLAC JNPR JNPR JNPR IMCL IMCL INTC INTC IMCL IMCL MXIM MERQ MCHP MCHP LLTC KLAC KLAC KLAC INTC INTC JDSU JDSU JDSU JDSU NTAP MLNM MERQ MERQ LNCR LLTC LLTC LLTC JDSU JDSU JNPR JNPR JNPR JNPR NVDA MSFT MLNM MLNM MCHP LNCR LNCR LNCR JNPR JNPR KLAC KLAC KLAC KLAC NVLS MXIM MSFT MSFT MERQ MCHP MCHP MCHP KLAC KLAC LLTC LLTC LLTC LLTC NXTL NTAP MXIM MXIM MLNM MERQ MERQ MERQ LLTC LLTC LNCR LNCR LNCR LNCR ORCL NVLS NTAP NTAP MSFT MLNM MLNM MLNM LNCR LNCR MCHP MCHP MCHP MCHP PAYX ORCL NVLS NVLS MXIM MSFT MSFT MSFT MCHP MCHP MEDI MERQ MERQ MERQ PCAR PAYX ORCL ORCL NTAP MXIM MXIM MXIM MERQ MERQ MERQ MLNM MLNM MLNM PMCS PCAR PAYX PAYX ORCL NTAP NTAP NTAP MLNM MLNM MLNM MXIM MXIM MXIM PSFT PMCS PCAR PCAR PAYX ORCL ORCL ORCL MXIM MXIM MXIM NTAP NTAP NTAP QCOM PSFT PMCS PMCS PCAR PAYX PAYX PAYX NTAP NTAP NTAP ORCL ORCL ORCL QLGC QCOM PSFT PSFT PMCS PCAR PCAR PCAR ORCL ORCL ORCL PAYX PAYX PAYX RATL QLGC QCOM QCOM PSFT PMCS PMCS PMCS PAYX PAYX PAYX PCAR PCAR PCAR RFMD RATL QLGC QLGC QCOM PSFT PSFT PSFT PCAR PCAR PCAR PMCS PMCS PDCO SANM RFMD RATL RATL RATL QCOM QCOM QCOM PMCS PMCS PMCS PSFT PSFT PMCS SBUX SANM RFMD RFMD RFMD RATL RATL RATL PSFT PSFT PSFT RATL RATL PSFT SEBL SBUX SANM SANM SANM RFMD RFMD RFMD RATL RATL RATL SANM SANM RATL SEPR SEBL SBUX SBUX SBUX SANM SANM SANM SANM SANM SANM SBUX SBUX SANM SIAL SEPR SEBL SEBL SEBL SBUX SBUX SBUX SBUX SBUX SBUX SEBL SEBL SBUX SNPS SIAL SEPR SEPR SEPR SEBL SEBL SEBL SEBL SEBL SEBL SEPR SEPR SEPR SPLS SNPS SIAL SIAL SIAL SEPR SEPR SEPR SEPR SEPR SEPR SIAL SIAL SIAL SPOT SPLS SPLS SPLS SPLS SIAL SIAL SIAL SIAL SIAL SIAL SPLS SPLS SPLS SYMC SPOT SPOT SPOT SPOT SPLS SPLS SPLS SPLS SPLS SPLS SSCC SSCC SSCC TEVA SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC TLAB TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TMPW TLAB TLAB TLAB TLAB TLAB TLAB TLAB TLAB TLAB TLAB TLAB TLAB TLAB USAI USAI USAI USAI USAI USAI USAI USAI USAI USAI USAI USAI USAI USAI VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VTSS VTSS VTSS VTSS VTSS VTSS VTSS VTSS VTSS VTSS VTSS VTSS VTSS VTSS XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO .

To: Gottfried who wrote (7846)	12/20/2002 10:02:03 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95530

Thanks for the input - interesting reading. Also, I was reading the USA Today newspaper on Monday this week and saw an interesting article. I couldn't post it then, but I do have the abstract copied below. Updating PCs may reboot economy USA TODAY; McLean, Va.; Dec 16, 2002; Michelle Kessler; Abstract: Nearly a third of the 500 million PCs in use are more than four years old, says investment bank Lehman Bros. This month, 44% of the chief information officers surveyed for a Morgan Stanley report said they plan to spend more on PCs this year than last. Technology research firm IDC issued an optimistic PC sales forecast for the next five years. ... pqasb.pqarchiver.com Don