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

To: Gottfried who wrote (13296)	2/10/2004 6:48:59 PM
From: Gottfried	Read Replies (2) \| Respond to of 95718

bpNDX still at 70% Jan28 Jan29 Jan30 Feb02 Feb03 Feb04 Feb05 Feb06 Feb09 Feb10 AAPL ALTR AMAT AAPL AMZN ALTR AAPL APCC AMAT ALTR AAPL APOL APCC AMAT ALTR AAPL ATYT APOL APCC AMAT ALTR AAPL BBBY ATYT APOL APCC AMAT ALTR AAPL AAPL AAPL AAPL BIIB BBBY ATYT APOL APCC AMAT ALTR ALTR ALTR ALTR BMET BIIB BBBY ATYT APOL APCC AMAT AMAT AMAT AMAT BRCM BMET BIIB BBBY ATYT APOL APCC APCC APCC APCC CDWC BRCM BMET BIIB BBBY ATYT APOL APOL APOL APOL CECO CDWC BRCM BMET BIIB BBBY ATYT ATYT ATYT ATYT CEPH CECO CDWC BRCM BMET BIIB BBBY BBBY BBBY BBBY CHKP CEPH CECO CDWC BRCM BMET BIIB BIIB BIIB BIIB CMCSA CHKP CEPH CECO CDWC CDWC BMET BMET BMET BMET CMVT CMCSA CHKP CEPH CECO CECO CDWC CDWC CDWC CDWC COST CMVT CMCSA CHKP CEPH CEPH CECO CECO CECO CECO CPWR COST CMVT CMCSA CHKP CHKP CEPH CEPH CEPH CEPH CSCO CPWR COST CMVT CMCSA CMCSA CHKP CHKP CHKP CHKP CTAS CSCO CPWR COST CMVT CMVT CMCSA CMCSA CMCSA CMCSA CTXS CTAS CSCO CPWR COST COST CMVT CMVT CMVT CMVT DELL CTXS CTAS CSCO CPWR CPWR COST COST COST COST EBAY DELL CTXS CTAS CSCO CSCO CPWR CPWR CPWR CPWR ESRX EBAY DELL CTXS CTAS CTAS CSCO CSCO CSCO CSCO EXPD ESRX EBAY DELL DELL DELL CTAS CTAS CTAS CTAS FAST EXPD ESRX EBAY EBAY EBAY EBAY EBAY EBAY EBAY FISV FAST EXPD ESRX ESRX ESRX ESRX ESRX ESRX ESRX FLEX FISV FAST EXPD EXPD EXPD EXPD EXPD EXPD EXPD GENZ FLEX FISV FAST FAST FAST FAST FAST FAST FAST GILD GENZ FLEX FISV FISV FISV FISV FISV FISV FISV GNTX GILD GENZ FLEX FLEX FLEX FLEX FLEX FLEX FLEX GRMN GNTX GNTX GENZ GENZ GENZ GENZ GENZ GENZ GENZ HSIC GRMN GRMN GNTX GNTX GNTX GNTX GNTX GNTX GNTX INTC HSIC HSIC HSIC HSIC HSIC HSIC HSIC HSIC HSIC INTU INTC INTC INTC INTC INTC INTC INTC INTC INTC IVGN INTU INTU INTU INTU INTU INTU INTU INTU INTU JDSU IVGN IVGN IVGN IVGN IVGN IVGN IVGN IVGN IVGN JNPR JDSU JDSU JDSU JDSU JDSU JDSU JDSU JDSU JDSU KLAC JNPR JNPR JNPR JNPR JNPR JNPR JNPR JNPR JNPR LAMR KLAC KLAC KLAC KLAC KLAC KLAC KLAC KLAC KLAC LLTC LAMR LAMR LAMR LAMR LAMR LAMR LAMR LAMR LAMR LNCR LLTC LLTC LLTC LLTC LLTC LLTC LLTC LLTC LLTC LVLT LNCR LNCR LNCR LNCR LNCR LNCR LNCR LNCR LNCR MERQ LVLT LVLT LVLT LVLT LVLT LVLT LVLT LVLT LVLT MLNM MERQ MERQ MERQ MERQ MERQ MERQ MERQ MERQ MERQ MOLX MLNM MLNM MLNM MLNM MLNM MLNM MLNM MLNM MLNM MRVL MOLX MOLX MOLX MOLX MOLX MOLX MOLX MOLX MOLX MSFT MRVL MRVL MRVL MRVL MRVL MRVL MRVL MRVL MRVL MXIM MSFT MSFT MSFT MSFT MSFT MSFT MSFT MSFT MSFT NVDA MXIM MXIM MXIM MXIM MXIM MXIM MXIM MXIM MXIM NXTL NVDA NVDA NVDA NVDA NVDA NVDA NVDA NVDA NVDA ORCL NXTL NXTL NXTL NXTL NXTL NXTL NXTL NXTL NXTL PCAR ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL PETM PCAR PCAR PCAR PCAR PCAR PCAR PCAR PCAR PCAR PSFT PETM PETM PETM PETM PETM PETM PETM PETM PETM PTEN PSFT PSFT PSFT PSFT PSFT PSFT PSFT PSFT PSFT QCOM PTEN PTEN PTEN PTEN PTEN PTEN PTEN PTEN PTEN RIMM QCOM QCOM QCOM QCOM QCOM QCOM QCOM QCOM QCOM ROST RIMM RIMM RIMM RIMM RIMM RIMM RIMM RIMM RIMM SANM ROST ROST ROST ROST ROST ROST ROST ROST ROST SBUX SANM SANM SANM SANM SANM SANM SANM SANM SANM SEBL SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SIAL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SNPS SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SPLS SNPS SNPS SNPS SNPS SNPS SNPS SNPS SNPS SNPS SPOT SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SSCC SPOT SPOT SPOT SPOT SPOT SPOT SPOT SPOT SPOT SUNW SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SYMC SUNW SUNW SUNW SUNW SUNW SUNW SUNW SUNW SUNW TEVA SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC TLAB TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA VRSN TLAB TLAB TLAB TLAB TLAB TLAB TLAB TLAB TLAB VRTS VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN 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