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

To: Gottfried who wrote (13105)	1/23/2004 10:08:32 PM
From: Gottfried	Read Replies (1) \| Respond to of 95737

bpNDX fell to 79% [LRCX] Jan09 Jan12 Jan13 Jan14 Jan15 Jan16 Jan20 Jan21 Jan22 Jan23 AAPL AAPL AAPL AAPL AAPL AAPL AAPL AAPL ALTR ALTR ALTR ALTR ALTR ALTR ALTR AAPL ALTR AMAT AMAT AMAT AMAT AMAT AMAT AMAT ALTR AAPL AMAT AMZN AMZN AMZN AMZN AMZN AMZN AMZN AMAT ALTR AMZN APCC APCC APCC APCC APCC APCC APCC AMZN AMAT APCC APOL APOL APOL APOL APOL APOL APOL APCC AMZN APOL ATYT ATYT ATYT ATYT ATYT ATYT ATYT APOL APCC ATYT BBBY BBBY BBBY BBBY BBBY BBBY BBBY ATYT APOL BBBY BIIB BIIB BIIB BIIB BIIB BIIB BIIB BBBY ATYT BIIB BMET BMET BMET BMET BMET BMET BMET BIIB BBBY BMET BRCM BRCM BRCM BRCM BRCM BRCM BRCM BMET BIIB CDWC CDWC CDWC CDWC CDWC CDWC CDWC CDWC BRCM BMET CECO CECO CECO CECO CECO CECO CECO CECO CDWC BRCM CEPH CEPH CEPH CEPH CEPH CEPH CEPH CEPH CECO CDWC CHKP CHKP CHKP CHKP CHKP CHKP CHKP CHKP CEPH CECO CMCSA CMCSA CMCSA CMCSA CMCSA CMCSA CMCSA CMCSA CHKP CEPH CMVT CMVT CMVT CMVT CMVT CMVT CMVT CMVT CMCSA CHKP COST COST COST COST COST COST COST COST CMVT CMCSA CPWR CPWR CPWR CPWR CPWR CPWR CPWR CPWR COST CMVT CSCO CSCO CSCO CSCO CSCO CSCO CSCO CSCO CPWR COST CTAS CTAS CTAS CTAS CTAS CTAS CTAS CTAS CSCO CPWR CTXS CTXS CTXS CTXS CTXS CTXS CTXS CTXS CTAS CSCO DELL DELL DELL DELL DELL DELL DELL DELL CTXS CTAS EBAY EBAY EBAY EBAY EBAY EBAY EBAY EBAY DELL CTXS ESRX ESRX ESRX ESRX ESRX ESRX ESRX ESRX EBAY DELL EXPD EXPD EXPD EXPD EXPD EXPD EXPD EXPD ESRX EBAY FAST FAST FAST FAST FAST FAST FAST FAST EXPD ESRX FISV FISV FISV FISV FISV FISV FISV FISV FAST EXPD FLEX FLEX FLEX FLEX FLEX FLEX FLEX FLEX FISV FAST GENZ GENZ GENZ GENZ GENZ GENZ GENZ GENZ FLEX FISV GILD GILD GILD GILD GILD GILD GILD GILD GENZ FLEX GNTX GNTX GNTX GNTX GNTX GNTX GNTX GNTX GILD GENZ GRMN GRMN GRMN GRMN GRMN GRMN GRMN GRMN GNTX GILD HSIC HSIC HSIC HSIC HSIC HSIC HSIC HSIC GRMN GNTX INTC INTC INTC INTC INTC INTC INTC INTC HSIC GRMN INTU INTU INTU INTU INTU INTU INTU INTU INTC HSIC IVGN IVGN IVGN IVGN IVGN IVGN IVGN IVGN INTU INTC JDSU JDSU JDSU JDSU JDSU JDSU JDSU JDSU IVGN INTU JNPR JNPR JNPR JNPR JNPR JNPR JNPR JNPR JDSU IVGN KLAC KLAC KLAC KLAC KLAC KLAC KLAC KLAC JNPR JDSU LAMR LAMR LAMR LAMR LAMR LAMR LAMR LAMR KLAC JNPR LLTC LLTC LLTC LLTC LLTC LLTC LLTC LLTC LAMR KLAC LNCR LNCR LNCR LNCR LNCR LNCR LNCR LNCR LLTC LAMR LRCX LRCX LRCX LRCX LRCX LRCX LRCX LRCX LNCR LLTC LVLT LVLT LVLT LVLT LVLT LVLT LVLT LVLT LRCX LNCR MERQ MERQ MERQ MERQ MERQ MERQ MERQ MERQ LVLT LVLT MLNM MLNM MLNM MLNM MLNM MLNM MLNM MLNM MERQ MERQ MOLX MOLX MOLX MOLX MOLX MOLX MOLX MOLX MLNM MLNM MRVL MRVL MRVL MRVL MRVL MRVL MRVL MRVL MOLX MOLX MSFT MSFT MSFT MSFT MSFT MSFT MSFT MSFT MRVL MRVL MXIM MXIM MXIM MXIM MXIM MXIM MXIM MXIM MSFT MSFT NVDA NVDA NVDA NVDA NVDA NVDA NVDA NVDA MXIM MXIM NVLS NVLS NVLS NVLS NVLS NVLS NVLS NVLS NVDA NVDA NXTL NXTL NXTL NXTL NXTL NXTL NXTL NXTL NVLS NVLS ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL NXTL NXTL PCAR PCAR PCAR PCAR PCAR PCAR PCAR PCAR ORCL ORCL PETM PETM PETM PETM PETM PETM PETM PETM PCAR PCAR PSFT PSFT PSFT PSFT PSFT PSFT PSFT PSFT PETM PETM PTEN PTEN PTEN PTEN PTEN PTEN PTEN PTEN PSFT PSFT QCOM QCOM QCOM QCOM QCOM QCOM QCOM QCOM PTEN PTEN RIMM RIMM RIMM RIMM RIMM RIMM RIMM RIMM QCOM QCOM ROST ROST ROST ROST ROST ROST ROST ROST RIMM RIMM RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY ROST ROST SANM SANM SANM SANM SANM SANM SANM SANM RYAAY RYAAY SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SANM SANM SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SBUX SBUX SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SEBL SEBL SNDK SNDK SNDK SNDK SNDK SNDK SNDK SNDK SIAL SIAL SNPS SNPS SNPS SNPS SNPS SNPS SNPS SNPS SNPS SNPS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPOT SPOT SPOT SPOT SPOT SPOT SPOT SPOT SPOT SPOT SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SUNW SUNW SUNW SUNW SUNW SUNW SUNW SUNW SUNW SUNW SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TLAB TLAB TLAB TLAB TLAB TLAB TLAB TLAB TLAB TLAB 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 YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO