I think I summarized my thinking here <a href='read_msg.asp?message_id=1565217'>#msg-1565217</a>. Just got INTU here at $48.37, and CCMP at $58.48. In edit , and sold the bu$$ at $26.89 for $.59. In reedit, BRCM added at $31.23. Also added IACI at $38.65 and kater QLGC at $50.90 and took the discount on the bu$$ at $26.57.