Zeev's Turnips Patch-No Politics (ZEEV)

[Huluriasquias]

Zeev,

Could you please share your latest thoughts about CCMP? I know that you sold a couple of days ago at 36, and probably didn't get back in. I was not around at that time and I am lucky to be still holding it.

Is the current box 36-40? Do you have any "feel" for its future movements?

I'm also holding some MRVL. Any thoughts on that? Box?

(My main investment is flipping Rydex funds, and YM day trading, but I started following some of your mid-term recommendations in a small account about a month ago with outstanding results. Keep on the good work!)

H.