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Post# of 704041
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Zeev Hed

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Zeev Hed

Re: Fred Langford post# 146079

Friday, 08/29/2003 1:03:15 PM

Friday, August 29, 2003 1:03:15 PM

Post# of 704041
Could very well be, but I would say that most of the damage has already een inflicted at the current prices, another 10% to 15% downside risk. I am not jumping yet (see my OB's), but getting ready. Just got CCMP here at $64.32. Also in QLGC at $48.63. MERQ at $43.25 and BRCM at $27.10.

In edit and now added SNDK at $60.09...


AZH

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