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Post# of 704044
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Zeev Hed

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Zeev Hed

Re: jra2 post# 276241

Tuesday, 07/27/2004 10:29:58 PM

Tuesday, July 27, 2004 10:29:58 PM

Post# of 704044
I am for now completely out of the semi equip, but looking for reentry in CCMP. I am in few semi's like SNDK, MRVL, SSTI and OVTI. As for BSTE, sure earnings might already be "in the price", on the other hand, the last week or so might have just been a shake out of the longs before earnings as they did in LCAV... I have a triple position in BSTE from $42 to $44 or so, I hope it will all be green in few weeks...

AZH

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