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Post# of 704041
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Zeev Hed

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Zeev Hed

Re: ajtj99 post# 332667

Thursday, 12/09/2004 8:50:56 PM

Thursday, December 09, 2004 8:50:56 PM

Post# of 704041
Watch the EPC, first time in a long time it went above .7, this correction does not have much more to go, switching to neutral and likely will done my bull horns by Friday next week. Accordingly, cash level reduced a little and now at 42%. It would have been 40% if CCMP cooperated a little more today (g). I still expect us to visit sub 2100 territory before the end of next week.

AZH

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