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

To: Gottfried who wrote (11610)	9/16/2003 8:02:59 PM
From: Gottfried	Read Replies (2) \| Respond to of 95587

bpNDX still 78% [GILD dropped, APOL added] Aug27 Aug28 Aug29 Sep02 Sep03 Sep4 Sep11 Sep12 Sep15 Sep16 AAPL AAPL ADBE AAPL AAPL AAPL AAPL ADBE ALTR ADBE ADBE ADBE ADBE AAPL ALTR AMAT ALTR ALTR ALTR ALTR AAPL ADBE AMAT AMZN AMAT AMAT AMAT AMAT AAPL ADBE ALTR AMZN APCC AMZN AMZN AMZN AMZN AAPL ADBE ALTR AMAT APCC BBBY APCC APCC APCC APCC ADBE ALTR AMAT AMZN BBBY BEAS BBBY BBBY BBBY APOL ALTR AMAT AMZN APCC BEAS BMET BEAS BEAS BEAS BBBY AMAT AMZN APCC BBBY BMET BRCD BMET BMET BMET BEAS AMZN APCC BBBY BEAS BRCD CDWC BRCD BRCD BRCD BMET APCC BBBY BEAS BMET CDWC CHIR CDWC CDWC CDWC BRCD BBBY BEAS BMET BRCD CHIR CHRW CHIR CHIR CHIR CDWC BEAS BMET BRCD CDWC CHRW CIEN CHRW CHRW CHRW CHIR BMET BRCD CDWC CHIR CIEN CMVT CIEN CIEN CIEN CHRW BRCD CDWC CHIR CHRW CMVT COST CMVT CMVT CMVT CIEN CDWC CHIR CHRW CIEN COST CPWR COST COST COST CMVT CHIR CHRW CIEN CMVT CPWR CSCO CPWR CPWR CPWR COST CHRW CIEN CMVT COST CSCO CTAS CSCO CSCO CSCO CPWR CIEN CMVT COST CPWR CTAS CTXS CTAS CTAS CTAS CSCO CMVT COST CPWR CTAS CTXS DELL CTXS CTXS CTXS CTAS COST CPWR CTAS CTXS DELL DISH DELL DELL DELL CTXS CPWR CTAS CTXS DELL DISH DLTR DISH DISH DISH DELL CTAS DELL DELL DISH DLTR EBAY DLTR DLTR DLTR DISH DELL DISH DISH DLTR EBAY ERICY EBAY EBAY EBAY DLTR DISH DLTR DLTR EBAY ERICY ERTS ERICY ERICY ERICY EBAY DLTR EBAY EBAY ERICY ERTS EXPD ERTS ERTS ERTS ERICY EBAY ERICY ERICY ERTS EXPD FAST EXPD EXPD EXPD ERTS ERICY ERTS ERTS EXPD FAST FHCC FAST FAST FAST EXPD ERTS EXPD EXPD FAST FHCC FISV FHCC FHCC FHCC FAST EXPD FAST FAST FHCC FISV FLEX FISV FISV FISV FHCC FAST FHCC FHCC FISV FLEX GILD FLEX FLEX FLEX FISV FHCC FISV FISV FLEX GILD GNTX GILD GILD GILD FLEX FISV FLEX FLEX GNTX GNTX HGSI GNTX GNTX GNTX GNTX FLEX GNTX GNTX HGSI HGSI HSIC HGSI HGSI HGSI HGSI GNTX HGSI HGSI HSIC HSIC ICOS HSIC HSIC HSIC HSIC HGSI HSIC HSIC ICOS ICOS INTC ICOS ICOS ICOS ICOS HSIC ICOS ICOS INTC INTC INTU INTC INTC INTC INTC INTC INTC INTC INTU INTU IVGN INTU INTU INTU INTU INTU INTU INTU IVGN IVGN JDSU IVGN IVGN IVGN IVGN IVGN IVGN IVGN JDSU JDSU JNPR JDSU JDSU JDSU JDSU JDSU JDSU JDSU JNPR JNPR KLAC JNPR JNPR JNPR JNPR JNPR JNPR JNPR KLAC KLAC LLTC KLAC KLAC KLAC KLAC KLAC KLAC KLAC LLTC LLTC LNCR LLTC LLTC LLTC LLTC LLTC LLTC LLTC LNCR LNCR MCHP LNCR LNCR LNCR LNCR LNCR LNCR LNCR MCHP MCHP MERQ MCHP MCHP MCHP MCHP MCHP MCHP MCHP MERQ MERQ MOLX MERQ MERQ MERQ MERQ MERQ MERQ MERQ MOLX MOLX MSFT MOLX MOLX MOLX MOLX MOLX MOLX MOLX MSFT MSFT MXIM MSFT MSFT MSFT MSFT MSFT MSFT MSFT MXIM MXIM NTAP NTAP NTAP NTAP NTAP MXIM MXIM MXIM NTAP NTAP NVLS NVDA NVDA NVDA NVDA NTAP NTAP NTAP NVLS NVLS NXTL NVLS NVLS NVLS NVLS NVLS NVLS NVLS NXTL NXTL ORCL NXTL NXTL NXTL NXTL NXTL NXTL NXTL ORCL ORCL PAYX ORCL ORCL ORCL ORCL ORCL ORCL ORCL PAYX PAYX PCAR PAYX PAYX PAYX PAYX PAYX PAYX PAYX PCAR PCAR PDCO PDCO PDCO PDCO PDCO PCAR PCAR PCAR PDCO PDCO PETM PETM PETM PETM PETM PDCO PDCO PDCO PETM PETM PIXR PIXR PIXR PIXR PIXR PETM PETM PETM PIXR PIXR PSFT PSFT PSFT PSFT PSFT PIXR PIXR PIXR PSFT PSFT QCOM QCOM QCOM QCOM QCOM PSFT PSFT PSFT QCOM QCOM QLGC QLGC QLGC QLGC QLGC QCOM QCOM QCOM RFMD RFMD RFMD RFMD RFMD RFMD RFMD RFMD RFMD RFMD ROST ROST ROST ROST ROST ROST ROST ROST ROST ROST RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY SANM SANM SANM SANM SANM SANM SANM SANM SANM SANM SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SNPS SNPS SNPS SPLS SPLS SPLS SPLS SNPS SNPS SNPS SPLS SPLS SPLS SSCC SSCC SSCC SSCC SPLS SPLS SPLS SSCC SSCC SSCC SUNW SUNW SUNW SUNW SSCC SSCC SSCC SUNW SUNW SUNW SYMC SYMC SYMC SYMC SUNW SUNW SUNW SYMC SYMC SYMC TEVA TEVA TEVA TEVA SYMC SYMC SYMC TEVA TEVA TEVA VRSN VRSN VRSN VRSN TEVA TEVA TEVA VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY YHOO YHOO YHOO YHOO YHOO YHOO YHOO