Zeev's Turnips Patch-No Politics (ZEEV)

[mlsoft]

I am long the wrong group for the INTC cc this afternoon. They have sold off so hard I think bad news on Capex in priced in, but the question is how much. It is little more than a crapshoot.

Took a few losses to lighten up.

Sold KLAC @39.62 (-.20), CCMP @54.49 (+.04) and CYMI @33.15 (-.15)

If they drop into the close, I might try again.

mlsoft