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

To: Kirk © who wrote (22962)	4/21/2005 6:51:09 PM
From: Gottfried	Read Replies (1) \| Respond to of 95738

bpNDX still 34% Apr08 Apr11 Apr12 Apr13 Apr14 Apr15 Apr18 Apr19 Apr20 Apr21 AAPL AAPL AAPL AAPL ADBE ADBE ADBE ADBE ADSK ADSK ADSK ADSK AMAT AMAT AMAT AMAT APCC APCC APCC APCC ATYT ATYT ATYT ATYT BRCM BRCM BRCM BRCM ADBE CHIR CHIR CHIR CHIR ADSK CHKP CHKP CHKP CHKP AMAT CMCSA CMCSA CMCSA CMCSA APCC CMVT CMVT CMVT CMVT ATYT COST COST COST COST CHIR CTSH CTSH CTSH CTSH CHKP ADBE CTXS CTXS CTXS CTXS CMCSA ADSK DELL DELL DELL DELL CMVT APCC ADSK ADSK DISH DISH DISH DISH COST CHIR APCC APCC ERICY ERICY ERICY ERICY CTXS CHKP CHIR CHIR ESRX ESRX ESRX ESRX DELL CMCSA CHKP CHKP ADSK ADSK FISV FISV FISV FISV DISH CMVT CMCSA CMCSA APCC APCC GILD GILD GENZ GENZ ERICY COST CMVT CMVT CHKP CHKP INTU INTU GILD GILD ESRX CTXS COST COST CMCSA CMCSA ISIL ISIL INTU INTU FISV DELL CTXS CTXS CMVT CMVT JNPR JNPR ISIL ISIL GENZ DISH DELL DELL COST COST LLTC LLTC JNPR JNPR GILD ERICY DISH DISH CTXS CTXS LNCR LNCR LLTC LLTC INTU ESRX ERICY ERICY DELL DELL LRCX LRCX LNCR LNCR ISIL FISV ESRX ESRX DISH DISH MCIP MCIP LRCX LRCX JNPR GENZ FISV FISV ERICY ERICY MEDI MEDI MCIP MCIP LLTC GILD GENZ GENZ ESRX ESRX MERQ MERQ MEDI MEDI LNCR INTU GILD GILD FISV FISV MRVL MRVL MERQ MERQ LRCX ISIL INTU INTU GENZ GENZ MSFT MSFT MRVL MRVL MCIP LLTC ISIL ISIL GILD GILD NVLS NVLS MSFT MSFT MEDI LNCR LLTC LLTC INTU INTU NXTL NXTL NVLS NVLS MRVL LRCX LNCR LNCR ISIL ISIL PCAR PCAR NXTL NXTL MSFT MCIP LRCX LRCX LNCR LNCR PDCO PDCO PDCO PDCO NVLS MEDI MCIP MCIP LRCX LRCX PETM PETM PETM PETM NXTL MRVL MEDI MEDI MCIP MCIP PIXR PIXR PIXR PIXR PDCO MSFT MRVL MRVL MEDI MEDI QLGC QLGC QLGC QLGC PETM NXTL MSFT MSFT MRVL MRVL ROST ROST ROST ROST PIXR PDCO NXTL NXTL MSFT MSFT SHLD SHLD SHLD SHLD ROST PETM PDCO PDCO NXTL NXTL SIAL SIAL SIAL SIAL SHLD PIXR PETM PETM PDCO PDCO SIRI SIRI SIRI SIRI SIRI ROST PIXR PIXR PIXR PIXR SNDK SNDK SNDK SNDK SNDK SHLD ROST ROST ROST ROST SPLS SPLS SPLS SPLS SPLS SIRI SIRI SIRI SIRI SIRI SUNW SUNW SUNW SUNW SUNW SNDK SNDK SNDK SNDK SNDK TEVA TEVA TEVA TEVA TEVA SPLS SPLS SPLS SPLS SPLS VRSN VRSN VRSN VRSN VRSN SUNW SUNW SUNW SUNW SUNW VRTSE VRTSE VRTSE VRTS VRTS TEVA TEVA TEVA TEVA TEVA WFMI WFMI WFMI WFMI WFMI VRTS VRTS VRTS VRTS VRTS XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY