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Post# of 704047
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Paul A

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Paul A

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Re: Zeev Hed post# 269652

Wednesday, 07/14/2004 5:48:56 PM

Wednesday, July 14, 2004 5:48:56 PM

Post# of 704047
Alot of the selling pressure came on when they discussed 300mm fab ramp up costs..

Which is absolutely silly since this is a well known fact for what, over a year now?

31mill short position in this SNDK monster and so far, this makes the 3rd quarter that the margins havnt suffered nor has competition squeezed them.. Id say this is going to be interesting : )
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