Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

I think that CCMP and CYMI could probably be the last in the group to fold, their earnings are due later (the 23 and 28 respectively), by then we might already be in full retreat, so it is tough to say if CCMP can go above $64. CYMI is already printing post Nov new highs, and in the next few days CCMP might as well, but if we start a rapid sox retreat, all bets are off. My guess is a staggered retreat with some Sox companies still climbing while other starting down (we saw SNDK then ZRAN start their own break downs, though that was stopped temporarily here). By the way, I tried to get back in CCMP at $54 in AH, no luck...

Zeev