Zeev's Turnips Patch-No Politics (ZEEV)

[MyHunch]

Zeev: Does CCMP or CYMI feature in your open bids for tomorrow and if so at what prices? Also, from what I understood from your note, you expect a swoon in the morning and then a stronger close. Why do you think that this is likely (as I write this note, Nikkei is up about 150 points) or is it just a hunch? Do you not subscribe to the recent phenomenon of a ramp up in the morning and a slow meandering for the rest of the day for tomorrow? Thanks for your comments.