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Zeev Hed

09/05/03 2:36 PM

#148497 RE: johnnieb #148493

I would anticipate a pullback, but how deep depends on the market, I am looking at under $40 or so for reentry with possible doubling up if a sharp decline ensue. The gap need to be closed... a little earlier AGM rejoined the core at $28.77, not much of a discount and I expect to add if it gets closer to $25. Also paid the piper on CCMP at $66.10, and that is about as far as I go with that deployment.