Replies to post #146079 on Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

Could very well be, but I would say that most of the damage has already een inflicted at the current prices, another 10% to 15% downside risk. I am not jumping yet (see my OB's), but getting ready. Just got CCMP here at $64.32. Also in QLGC at $48.63. MERQ at $43.25 and BRCM at $27.10.

In edit and now added SNDK at $60.09...