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

To: michael97123 who wrote (13764)	3/5/2004 8:51:46 PM
From: Gottfried	Respond to of 95358

it helps, Mike. bpNDX is still 60% Feb23 Feb24 Feb25 Feb26 Feb27 Mar01 Mar02 Mar03 Mar04 Mar05 AAPL ALTR AMAT APCC AAPL AAPL APOL ALTR ALTR ATYT AMAT AMAT AAPL AAPL AAPL AAPL BBBY APCC APCC ALTR ALTR ALTR ALTR AAPL AAPL AAPL BIIB APOL APOL AMAT AMAT AMAT AMAT ALTR ALTR ALTR BMET ATYT ATYT APCC APCC APCC APCC AMAT AMAT AMAT CDWC BBBY BBBY APOL APOL APOL APOL APCC APCC APCC CECO BIIB BIIB ATYT ATYT ATYT ATYT APOL APOL APOL CEPH BMET BMET BBBY BBBY BBBY BBBY BBBY BBBY BBBY CHKP CDWC CDWC BIIB BIIB BIIB BIIB BIIB BIIB BIIB CMVT CECO CECO BMET BMET BMET BMET BMET BMET BMET COST CEPH CEPH CDWC CDWC CDWC CDWC CDWC CDWC CDWC CPWR CHKP CHKP CECO CECO CECO CECO CECO CECO CECO CSCO CMVT CMVT CEPH CEPH CEPH CEPH CEPH CEPH CEPH EBAY COST COST CHKP CHKP CHKP CHKP CHKP CHKP CHKP ESRX CPWR CPWR CMVT CMVT CMVT CMVT CMVT CMVT CMVT EXPD CSCO CSCO COST COST COST COST COST COST COST FAST EBAY EBAY CPWR CPWR CPWR CPWR CPWR CPWR CPWR FHCC ESRX ESRX CSCO CSCO CSCO CSCO CSCO CSCO CSCO FISV EXPD EXPD EBAY EBAY EBAY EBAY EBAY EBAY EBAY FLEX FAST FAST ESRX ESRX ESRX ESRX ESRX ESRX ESRX GNTX FHCC FHCC EXPD EXPD EXPD EXPD EXPD EXPD EXPD HSIC FISV FISV FAST FAST FAST FAST FAST FAST FAST JDSU FLEX FLEX FHCC FHCC FHCC FHCC FHCC FHCC FHCC JNPR GNTX GNTX FISV FISV FISV FISV FISV FISV FISV KLAC HSIC HSIC FLEX FLEX FLEX FLEX FLEX FLEX FLEX LAMR JDSU JDSU HSIC HSIC HSIC HSIC HSIC HSIC HSIC LLTC JNPR JNPR JDSU JDSU JDSU JDSU JDSU JDSU JDSU LNCR KLAC KLAC JNPR JNPR JNPR JNPR JNPR JNPR JNPR LVLT LAMR LAMR LAMR LAMR LAMR LAMR LAMR LAMR LAMR MERQ LLTC LLTC LLTC LLTC LLTC LLTC LLTC LLTC LLTC MLNM LNCR LNCR LNCR LNCR LNCR LNCR LNCR LNCR LNCR MOLX MERQ MERQ MERQ MERQ MERQ MERQ MERQ MERQ MERQ MRVL MLNM MLNM MLNM MLNM MLNM MLNM MLNM MLNM MLNM MSFT MOLX MOLX MOLX MOLX MOLX MOLX MOLX MOLX MOLX MXIM MRVL MRVL MRVL MRVL MRVL MRVL MRVL MRVL MRVL NVDA MSFT MSFT MSFT MSFT MSFT MSFT MSFT MSFT MSFT NXTL MXIM MXIM MXIM MXIM MXIM MXIM MXIM MXIM MXIM ORCL NVDA NVDA NVDA NVDA NVDA NVDA NVDA NVDA NVDA PCAR NXTL NXTL NXTL NXTL NXTL NXTL NXTL NXTL NXTL PETM ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL PIXR PCAR PCAR PCAR PCAR PCAR PCAR PCAR PCAR PCAR PSFT PETM PETM PETM PETM PETM PETM PETM PETM PETM PTEN PIXR PIXR PIXR PIXR PIXR PIXR PIXR PIXR PIXR QCOM PSFT PSFT PSFT PSFT PSFT PSFT PSFT PSFT PSFT RIMM PTEN PTEN PTEN PTEN PTEN PTEN PTEN PTEN PTEN ROST QCOM QCOM QCOM QCOM QCOM QCOM QCOM QCOM QCOM SANM RIMM RIMM RIMM RIMM RIMM RIMM RIMM RIMM RIMM SBUX ROST ROST ROST ROST ROST ROST ROST ROST ROST SEBL SANM SANM SANM SANM SANM SANM SANM SANM SANM SIAL SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SNPS SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SPLS SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL 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 WFMI VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN XLNX WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI YHOO XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX