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

To: Gottfried who wrote (12105)	10/18/2003 9:29:02 AM
From: robert b furman	Read Replies (4) \| Respond to of 95413

Hi G, In looking over my favorite stocks today,I couldn't help but note how powerful KLAC looks. It appears poised to break out and lead the way. As I recall Amat and Intc provided this leadership in 1998. Then again maybe Klac has more to fall - but to me it looks really strong. Wonder when it reports E.P.S.? Bob siliconinvestor.com

To: Gottfried who wrote (12105)	10/20/2003 10:51:39 PM
From: Gottfried	Respond to of 95413

bpNDX stays at 79% for the fifth day Oct07 Oct08 Oct09 Oct10 Oct13 Oct14 Oct15 Oct16 Oct17 Oct20 AAPL AAPL AAPL AAPL AAPL AAPL ADBE ADBE ADBE ADBE ADBE AAPL AAPL ADBE AMAT AMAT AMAT AMAT AMAT ADBE ADBE AMAT AMZN AMZN AMZN AMZN AMZN AMAT AMAT AMZN APCC APCC APCC APCC APCC AAPL AAPL AMZN AMZN APCC APOL BBBY BBBY BBBY BBBY ADBE ADBE APCC APCC APOL BBBY BEAS BEAS BEAS BEAS AMAT AMAT APOL APOL BBBY BEAS BMET BMET BMET BMET AMZN AMZN BBBY BBBY BEAS BMET BRCD BRCD BRCD BRCD APCC APCC BEAS BEAS BMET BRCD BRCM BRCM BRCM BRCM APOL APOL BMET BMET BRCD BRCM CDWC CDWC CDWC CDWC BBBY BBBY BRCD BRCD BRCM CDWC CHIR CHIR CHIR CHIR BEAS BEAS BRCM BRCM CDWC CHIR CHRW CHRW CHRW CHRW BMET BMET CDWC CDWC CHIR CHRW CIEN CIEN CIEN CIEN BRCD BRCD CHIR CHIR CHRW CIEN COST COST COST COST BRCM BRCM CHRW CHRW CIEN COST CPWR CPWR CPWR CPWR CDWC CDWC CIEN CIEN COST CPWR CSCO CSCO CSCO CSCO CHIR CHIR COST COST CPWR CSCO CTAS CTAS CTAS CTAS CHRW CHRW CPWR CPWR CSCO CTAS CTXS CTXS CTXS CTXS CIEN CIEN CSCO CSCO CTAS CTXS DELL DELL DELL DELL COST COST CTAS CTAS CTXS DELL DISH DISH DISH DISH CPWR CPWR CTXS CTXS DELL DISH DLTR DLTR DLTR DLTR CSCO CSCO DELL DELL DISH DLTR EBAY EBAY EBAY EBAY CTXS CTXS DISH DISH DLTR EBAY ERICY ERICY ERICY ERICY DELL DELL DLTR DLTR EBAY ERICY ERTS ERTS ERTS ERTS DISH DISH EBAY EBAY ERICY ERTS EXPD EXPD EXPD EXPD DLTR DLTR ERICY ERICY ERTS EXPD FAST FAST FAST FAST EBAY EBAY ERTS ERTS EXPD FAST FHCC FHCC FHCC FHCC ERICY ERICY EXPD EXPD FAST FHCC FISV FISV FISV FISV ERTS ERTS FAST FAST FHCC FISV FLEX FLEX FLEX FLEX EXPD EXPD FHCC FHCC FISV FLEX GENZ GENZ GENZ GENZ FAST FAST FISV FISV FLEX GNTX GNTX GNTX GNTX GNTX FHCC FHCC FLEX FLEX GNTX HGSI HGSI HGSI HGSI HGSI FISV FISV GNTX GNTX HGSI HSIC HSIC HSIC HSIC HSIC FLEX FLEX HGSI HGSI HSIC IACI IACI IACI IACI IACI GNTX GNTX HSIC HSIC IACI ICOS ICOS ICOS ICOS ICOS HGSI HGSI IACI IACI ICOS INTC INTC INTC INTC INTC HSIC HSIC ICOS ICOS INTC INTU INTU INTU INTU INTU ICOS ICOS INTC INTC INTU IVGN IVGN IVGN IVGN IVGN INTC INTC INTU INTU IVGN JDSU JDSU JDSU JDSU JDSU INTU INTU IVGN IVGN JDSU JNPR JNPR JNPR JNPR JNPR IVGN IVGN JDSU JDSU JNPR KLAC KLAC KLAC KLAC KLAC JDSU JDSU JNPR JNPR KLAC LLTC LLTC LLTC LLTC LLTC JNPR JNPR KLAC KLAC LLTC LNCR LNCR LNCR LNCR LNCR KLAC KLAC LNCR LNCR LNCR MCHP MCHP MCHP MCHP MCHP LNCR LNCR MCHP MCHP MCHP MERQ MERQ MERQ MERQ MERQ MCHP MCHP MERQ MERQ MERQ MLNM MLNM MLNM MLNM MLNM MERQ MERQ MLNM MLNM MLNM MNST MNST MNST MNST MNST MLNM MLNM MNST MNST MNST MOLX MOLX MOLX MOLX MOLX MNST MNST MOLX MOLX MOLX MSFT MSFT MSFT MSFT MSFT MOLX MOLX MSFT MSFT MSFT MXIM MXIM MXIM MXIM MXIM MSFT MSFT MXIM MXIM MXIM NTAP NTAP NTAP NTAP NTAP NTAP NTAP NTAP NTAP NTAP NVLS NVLS NVLS NVLS NVLS NVLS NVLS NVLS NVLS NVLS NXTL NXTL NXTL NXTL NXTL NXTL NXTL NXTL NXTL NXTL ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL PAYX PAYX PAYX PAYX PAYX PAYX PAYX PAYX PAYX PAYX PDCO PDCO PDCO PDCO PDCO PDCO PDCO PDCO PDCO PDCO PETM PETM PETM PETM PETM PETM PETM PETM PETM PETM PIXR PIXR PIXR PIXR PIXR PIXR PIXR PIXR PIXR PIXR PSFT PSFT PSFT PSFT PSFT PSFT PSFT PSFT PSFT PSFT QCOM QCOM QCOM QCOM QCOM QCOM QCOM QCOM QCOM QCOM QLGC QLGC QLGC QLGC QLGC 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 SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SSCC SSCC 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