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

To: Gottfried who wrote (11993)	10/9/2003 9:20:59 AM
From: Sam Citron	Read Replies (1) \| Respond to of 95391

08:48 ET Ultratech Stepper downgraded at Needham (UTEK) 32.30: Needham downgrades to Hold from Buy based on valuation, and says that discussions with several industry contacts suggest that laser thermal processing technology (LTP) may suffer from integration challenges in the spike anneal application; firm also believes that early developers of 65nm process technology such as Intel and IBM are not adopting LTP for their 65nm processes, confirming their belief that the argument for adopting LTP is not as compelling as the stock reflects. www.briefing.com

To: Gottfried who wrote (11993)	10/9/2003 8:07:25 PM
From: Gottfried	Read Replies (1) \| Respond to of 95391

bpNDX added 3 to 77% [MXIM IACI CTAS] Sep26 Sep29 Sep30 Oct01 Oct02 Oct03 Oct06 Oct07 Oct08 Oct09 AAPL ADBE AAPL ALTR ADBE AAPL AMAT ALTR ADBE AMGN AMAT AAPL AMAT AMZN AMZN ADBE AAPL AAPL AAPL AMZN APCC APCC ALTR ADBE AAPL AAPL ADBE ADBE APCC APOL APOL AMAT ALTR AAPL ADBE ADBE AMAT AMAT APOL BBBY BBBY AMZN AMAT ADBE AMAT AMAT AMZN AMZN BBBY BEAS BEAS APCC AMZN AMAT AMZN AMZN APCC APCC BEAS BMET BMET APOL APCC AMZN APCC APCC APOL APOL BMET BRCD BRCD BBBY APOL APCC APOL APOL BBBY BBBY BRCD CDWC CDWC BEAS BBBY APOL BBBY BBBY BEAS BEAS BRCM CHIR CHIR BMET BEAS BBBY BEAS BEAS BMET BMET CDWC CHRW CHRW BRCD BMET BEAS BMET BMET BRCD BRCD CHIR CIEN CIEN CDWC BRCD BMET BRCD BRCD BRCM BRCM CHRW COST COST CHIR CDWC BRCD CDWC CDWC CDWC CDWC CIEN CPWR CPWR CHRW CHIR CDWC CHIR CHIR CHIR CHIR COST CSCO CSCO CIEN CHRW CHIR CHRW CHRW CHRW CHRW CPWR CTAS CTAS COST CIEN CHRW CIEN CIEN CIEN CIEN CSCO CTXS CTXS CPWR COST CIEN COST COST COST COST CTAS DELL DELL CSCO CPWR COST CPWR CPWR CPWR CPWR CTXS DISH DISH CTXS CSCO CPWR CSCO CSCO CSCO CSCO DELL DLTR DLTR DELL CTXS CSCO CTXS CTXS CTXS CTXS DISH EBAY EBAY DISH DELL CTXS DELL DELL DELL DELL DLTR ERICY ERICY DLTR DISH DELL DISH DISH DISH DISH EBAY ERTS ERTS EBAY DLTR DISH DLTR DLTR DLTR DLTR ERICY EXPD EXPD ERICY ERICY DLTR EBAY EBAY EBAY EBAY ERTS FAST FAST ERTS ERTS ERICY ERICY ERICY ERICY ERICY EXPD FHCC FHCC EXPD EXPD ERTS ERTS ERTS ERTS ERTS FAST FISV FISV FAST FAST EXPD EXPD EXPD EXPD EXPD FHCC FLEX FLEX FHCC FHCC FAST FAST FAST FAST FAST FISV GNTX GNTX FISV FISV FHCC FHCC FHCC FHCC FHCC FLEX HGSI HGSI FLEX FLEX FISV FISV FISV FISV FISV GNTX HSIC HSIC GNTX GNTX FLEX FLEX FLEX FLEX FLEX HGSI ICOS ICOS HGSI HGSI GNTX GNTX GNTX GNTX GNTX HSIC INTC INTC HSIC HSIC HGSI HGSI HGSI HGSI HGSI IACI INTU INTU ICOS ICOS HSIC HSIC HSIC HSIC HSIC ICOS IVGN IVGN INTC INTC ICOS ICOS ICOS ICOS ICOS INTC JDSU JDSU INTU INTU INTC INTC INTC INTC INTC INTU JNPR JNPR IVGN IVGN INTU INTU INTU INTU INTU IVGN KLAC KLAC JDSU JDSU IVGN IVGN IVGN IVGN IVGN JDSU LNCR LNCR JNPR JNPR JDSU JDSU JDSU JDSU JDSU JNPR MCHP MCHP KLAC KLAC JNPR JNPR JNPR JNPR JNPR KLAC MERQ MERQ LNCR LNCR KLAC KLAC KLAC KLAC KLAC LNCR MLNM MLNM MCHP MCHP LNCR LNCR LNCR LNCR LNCR MCHP MNST MNST MERQ MERQ MCHP MCHP MCHP MCHP MCHP MERQ MOLX MOLX MLNM MLNM MERQ MERQ MERQ MERQ MERQ MLNM MSFT MSFT MNST MNST MLNM MLNM MLNM MLNM MLNM MNST NTAP NTAP MOLX MOLX MNST MNST MNST MNST MNST MOLX NVLS NVLS MSFT MSFT MOLX MOLX MOLX MOLX MOLX MSFT NXTL NXTL NTAP NTAP MSFT MSFT MSFT MSFT MSFT MXIM ORCL ORCL NVLS NVLS NTAP NTAP NTAP NTAP NTAP NTAP PAYX PAYX NXTL NXTL NVLS NVLS NVLS NVLS NVLS NVLS PDCO PDCO ORCL ORCL NXTL NXTL NXTL NXTL NXTL NXTL PETM PETM PAYX PAYX ORCL ORCL ORCL ORCL ORCL ORCL PIXR PIXR PDCO PDCO PAYX PAYX PAYX PAYX PAYX PAYX PSFT PSFT PETM PETM PDCO PDCO PDCO PDCO PDCO PDCO QCOM QCOM PIXR PIXR PETM PETM PETM PETM PETM PETM QLGC QLGC PSFT PSFT PIXR PIXR PIXR PIXR PIXR PIXR RFMD RFMD QCOM QCOM PSFT PSFT PSFT PSFT PSFT PSFT ROST ROST RFMD RFMD QCOM QCOM QCOM QCOM QCOM QCOM RYAAY RYAAY ROST ROST RFMD RFMD RFMD RFMD RFMD RFMD SANM SANM RYAAY RYAAY ROST ROST ROST ROST ROST ROST SBUX SBUX SANM SANM RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY SEBL SEBL SBUX SBUX SANM SANM SANM SANM SANM SANM SIAL SIAL SEBL SEBL SBUX SBUX SBUX SBUX SBUX SBUX SNPS SNPS SIAL SIAL SEBL SEBL SEBL SEBL SEBL SEBL SPLS SPLS SNPS SNPS SIAL SIAL SIAL SIAL SIAL SIAL SSCC SSCC SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SUNW SUNW SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN 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 YHOO YHOO YHOO .