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Post# of 704044
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Zeev Hed

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Zeev Hed

Re: qwave post# 234940

Friday, 04/23/2004 12:31:34 AM

Friday, April 23, 2004 12:31:34 AM

Post# of 704044
CCMP is broken, it can bounce, maybe even to $40 in a strong market with a strong SOX, but I think that by this time next year, it will see $20. Very dangerous. I think that they have competitive problems. The use of CMP is increasing, no reason for their business to go down, except competitive pressures. I would be extremely careful with that one.

AZH

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