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

To: Gottfried who wrote (13694)	3/4/2004 6:19:04 PM
From: Gottfried	Respond to of 95572

bpNDX still 60% Feb20 Feb23 Feb24 Feb25 Feb26 Feb27 Mar01 Mar02 Mar03 Mar04 AAPL ALTR AMAT AAPL APCC ALTR APOL AMAT ATYT APCC AAPL AAPL BBBY APOL ALTR ALTR BIIB ATYT AMAT AMAT AAPL AAPL AAPL AAPL BMET BBBY APCC APCC ALTR ALTR ALTR ALTR AAPL AAPL CDWC BIIB APOL APOL AMAT AMAT AMAT AMAT ALTR ALTR CECO BMET ATYT ATYT APCC APCC APCC APCC AMAT AMAT CEPH CDWC BBBY BBBY APOL APOL APOL APOL APCC APCC CHKP CECO BIIB BIIB ATYT ATYT ATYT ATYT APOL APOL CMVT CEPH BMET BMET BBBY BBBY BBBY BBBY BBBY BBBY COST CHKP CDWC CDWC BIIB BIIB BIIB BIIB BIIB BIIB CPWR CMVT CECO CECO BMET BMET BMET BMET BMET BMET CSCO COST CEPH CEPH CDWC CDWC CDWC CDWC CDWC CDWC EBAY CPWR CHKP CHKP CECO CECO CECO CECO CECO CECO ESRX CSCO CMVT CMVT CEPH CEPH CEPH CEPH CEPH CEPH EXPD EBAY COST COST CHKP CHKP CHKP CHKP CHKP CHKP FAST ESRX CPWR CPWR CMVT CMVT CMVT CMVT CMVT CMVT FHCC EXPD CSCO CSCO COST COST COST COST COST COST FISV FAST EBAY EBAY CPWR CPWR CPWR CPWR CPWR CPWR FLEX FHCC ESRX ESRX CSCO CSCO CSCO CSCO CSCO CSCO GNTX FISV EXPD EXPD EBAY EBAY EBAY EBAY EBAY EBAY HSIC FLEX FAST FAST ESRX ESRX ESRX ESRX ESRX ESRX INTC GNTX FHCC FHCC EXPD EXPD EXPD EXPD EXPD EXPD IVGN HSIC FISV FISV FAST FAST FAST FAST FAST FAST JDSU JDSU FLEX FLEX FHCC FHCC FHCC FHCC FHCC FHCC JNPR JNPR GNTX GNTX FISV FISV FISV FISV FISV FISV KLAC KLAC HSIC HSIC FLEX FLEX FLEX FLEX FLEX FLEX LAMR LAMR JDSU JDSU HSIC HSIC HSIC HSIC HSIC HSIC LLTC LLTC JNPR JNPR JDSU JDSU JDSU JDSU JDSU JDSU LNCR LNCR KLAC KLAC JNPR JNPR JNPR JNPR JNPR JNPR LVLT LVLT LAMR LAMR LAMR LAMR LAMR LAMR LAMR LAMR MERQ MERQ LLTC LLTC LLTC LLTC LLTC LLTC LLTC LLTC MLNM MLNM LNCR LNCR LNCR LNCR LNCR LNCR LNCR LNCR MOLX MOLX MERQ MERQ MERQ MERQ MERQ MERQ MERQ MERQ MRVL MRVL MLNM MLNM MLNM MLNM MLNM MLNM MLNM MLNM MSFT MSFT MOLX MOLX MOLX MOLX MOLX MOLX MOLX MOLX MXIM MXIM MRVL MRVL MRVL MRVL MRVL MRVL MRVL MRVL NVDA NVDA MSFT MSFT MSFT MSFT MSFT MSFT MSFT MSFT NXTL NXTL MXIM MXIM MXIM MXIM MXIM MXIM MXIM MXIM ORCL ORCL NVDA NVDA NVDA NVDA NVDA NVDA NVDA NVDA PCAR PCAR NXTL NXTL NXTL NXTL NXTL NXTL NXTL NXTL PETM PETM ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL PIXR PIXR PCAR PCAR PCAR PCAR PCAR PCAR PCAR PCAR PSFT PSFT PETM PETM PETM PETM PETM PETM PETM PETM PTEN PTEN PIXR PIXR PIXR PIXR PIXR PIXR PIXR PIXR QCOM QCOM PSFT PSFT PSFT PSFT PSFT PSFT PSFT PSFT RIMM RIMM PTEN PTEN PTEN PTEN PTEN PTEN PTEN PTEN ROST ROST QCOM QCOM QCOM QCOM QCOM QCOM QCOM QCOM SANM SANM RIMM RIMM RIMM RIMM RIMM RIMM RIMM RIMM SBUX SBUX ROST ROST ROST ROST ROST ROST ROST ROST SEBL SEBL SANM SANM SANM SANM SANM SANM SANM SANM SIAL SIAL SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SNPS SNPS SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SPLS SPLS SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SPOT SPOT SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SSCC SSCC SPOT SPOT SPOT SPOT SPOT SPOT SPOT SPOT SUNW SUNW SSCC SSCC SSCC SSCC SSCC SSCC SSCC SSCC SYMC SYMC SUNW SUNW SUNW SUNW SUNW SUNW SUNW SUNW TEVA TEVA SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC TLAB TLAB TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA VRSN VRSN TLAB TLAB TLAB TLAB TLAB TLAB TLAB TLAB WFMI WFMI VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN XLNX XLNX WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI YHOO YHOO XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX