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Zeev Hed

08/21/03 10:55 AM

#142907 RE: Zeev Hed #142898

And now just jumped on SNDK here at $56.96. Not a big discount on OVTI offered, so jumped back here at $40.66 with the second position, a very minimal discount. In edit and now reestablished the second CCMP position at the half bucker discount here at $65.90, after taking a half bucker from QLGC here at $47.67.



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jrintl

08/21/03 11:29 AM

#142937 RE: Zeev Hed #142898

Zeev, you made any public stance (medium-term view) on a market that just seems to keep going up and up? Seems a little like inverse of last Sept/Oct...in which the ones left were dug in good..