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

To: Gottfried who wrote (9183)	3/28/2003 7:50:02 PM
From: Sarmad Y. Hermiz	Respond to of 95640

>> bpNDX unchanged at 49% [fourth day] Gottfried, It has bogged down at the river crossing. Time to call in heavy re-inforcements. We need some analyst upgrades. Sarmad

To: Gottfried who wrote (9183)	3/29/2003 3:34:47 PM
From: Gottfried	Read Replies (1) \| Respond to of 95640

XLNX related good news [snip] "Instead of an Intel Pentium or Sun SPARC chip, the cerebrum of traditional PCs and servers, the WinCom box is powered by chips called field-programmable gate arrays, or FPGAs. They run slower than a Pentium but handle several tasks in parallel, while a microprocessor handles only one at a time.The result is that a WinCom server with a few $2,000 FPGAs can blow the doors off a Sun or an Intel-based machine. "We're 50 to 300 times faster. It's that level of difference," says Douglas Henderson, marketing vice president at WinCom, in San Jose, Calif., which will introduce its über-box this spring. Score a victory for privately held WinCom and for Xilinx, the San Jose-based chipmaker whose FPGAs power the WinCom system. Xilinx owns about 60% of the world market for FPGAs, which account for 85% of its $1.1 billion in estimated 2003 revenue.[/snip] forbes.com

To: Gottfried who wrote (9183)	3/31/2003 9:02:36 PM
From: Gottfried	Read Replies (2) \| Respond to of 95640

bpNDX unchanged at 49% for the 5th day Mar12 Mar13 Mar14 Mar17 Mar18 Mar19 Mar20 Mar21 Mar24 Mar25 Mar26 Mar27 Mar28 Mar31 AAPL AAPL AAPL AAPL AAPL AAPL AAPL ADBE ADBE ADBE ADBE ADBE ADBE ADBE ALTR ALTR ALTR ALTR ALTR ALTR ALTR AMAT AMAT AMAT AMAT AMAT AAPL AMAT AMAT AMGN AMGN AMGN AMGN AMGN AAPL AAPL ADBE AMGN AMGN AMZN AMZN AMZN AMZN AMZN ADBE ADBE AMAT AMZN AMZN APOL APOL APOL APOL APOL AMAT AMAT AMGN APOL APOL BBBY BBBY BBBY BBBY BBBY AMGN AMGN AMZN BBBY BBBY BMET BMET BMET BMET BMET AAPL AMZN AMZN APOL BMET BMET BRCM BRCM CHKP CHKP CHKP ADBE APOL APOL BBBY BRCM BRCM CHKP CHKP CHRW CHRW CHRW AMGN BBBY BBBY BMET CHKP CHKP CHRW CHRW CMCSA CMCSA CMCSA AMZN BMET BMET BRCM CHRW CHRW CMCSA CMCSA CTAS CTAS CTAS APOL BRCM BRCM CHKP CMCSA CMCSA CTAS CTAS DISH DISH DISH BBBY CHKP CHKP CHRW CTAS CTAS DISH DISH EBAY EBAY EBAY AAPL BMET CHRW CHRW CMCSA DISH DISH EBAY EBAY ERTS ERTS ERTS AAPL ADBE BRCM CMCSA CMCSA CTAS EBAY EBAY ERTS ERTS ESRX ESRX ESRX ADBE AMGN CHKP CTAS CTAS DISH ERTS ERTS ESRX ESRX EXPD EXPD EXPD AMGN AMZN CHRW DISH DISH EBAY ESRX ESRX EXPD EXPD GENZ GENZ GENZ AAPL AMZN APOL CMCSA EBAY EBAY ERTS EXPD EXPD GENZ GENZ GILD GILD GILD ADBE APOL BMET CTAS ERTS ERTS ESRX GENZ GENZ GILD GILD HSIC HSIC HSIC AMGN BMET BRCM DISH ESRX ESRX EXPD GILD GILD HSIC HSIC ICOS ICOS ICOS AMZN BRCM CHRW EBAY EXPD EXPD GENZ HSIC HSIC INTC INTC INTC INTC INTC APOL CHRW CMCSA ERTS GENZ GENZ GILD INTC INTC JDSU JDSU JDSU JDSU JDSU BMET CMCSA DISH ESRX GILD GILD HSIC JDSU JDSU JNPR JNPR JNPR JNPR JNPR CHRW DISH EBAY EXPD HSIC HSIC INTC JNPR JNPR KLAC KLAC KLAC KLAC KLAC CMCSA EBAY ERTS GENZ JDSU JDSU JDSU KLAC KLAC LLTC LLTC LLTC LLTC LLTC DISH ERTS ESRX GILD JNPR JNPR JNPR LLTC LLTC MEDI MEDI MEDI MEDI MEDI EBAY ESRX EXPD HSIC KLAC KLAC KLAC MEDI MEDI MERQ MERQ MERQ MERQ MERQ ERTS EXPD GENZ JDSU LLTC LLTC LLTC MERQ MERQ MSFT MSFT MSFT MSFT MSFT ESRX GENZ GILD JNPR MEDI MEDI MEDI MSFT MSFT MXIM MXIM MXIM MXIM MXIM EXPD GILD HSIC KLAC MERQ MERQ MERQ MXIM MXIM NTAP NTAP NTAP NTAP NTAP GENZ HSIC JDSU LLTC MSFT MSFT MSFT NTAP NTAP NVDA NVDA NVDA NVDA NVDA HSIC JDSU JNPR MEDI MXIM MXIM MXIM NVDA NVDA ORCL ORCL ORCL ORCL ORCL JDSU JNPR LLTC MERQ NTAP NTAP NTAP ORCL ORCL PCAR PCAR PCAR PCAR PCAR JNPR LLTC MEDI MSFT NVDA NVDA NVDA PCAR PCAR PDCO PDCO PDCO PDCO PDCO MEDI MEDI MERQ MXIM ORCL ORCL ORCL PIXR PIXR PIXR PIXR PIXR PIXR PIXR MERQ MERQ MSFT NVDA PCAR PCAR PCAR PTEN PTEN PTEN PTEN PTEN PTEN PTEN MSFT MSFT NVDA ORCL PIXR PIXR PIXR RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY ORCL ORCL ORCL PCAR PTEN PTEN PTEN SANM SANM SANM SANM SANM SANM SANM PCAR PCAR PCAR PTEN SANM SANM SANM SBUX SBUX SBUX SBUX SBUX SBUX SBUX PTEN PTEN PTEN SANM SBUX SBUX SBUX SEBL SEBL SEBL SEBL SEBL SEBL SEBL SANM SANM SANM SBUX SEBL SEBL SEBL SNPS SNPS SNPS SNPS SNPS SNPS SNPS SBUX SBUX SBUX SEBL SNPS SNPS SNPS SSCC SSCC SSCC SSCC SSCC SSCC SSCC SEBL SEBL SEBL SSCC SSCC SSCC SSCC TEVA TEVA TEVA TEVA TEVA TEVA TEVA SSCC SSCC SSCC USAI USAI USAI USAI USAI USAI USAI USAI USAI USAI USAI USAI USAI USAI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI 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