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Zeev Hed

10/16/03 10:25 AM

#161633 RE: winbond #161625

I am not sure about the wisdom of the CC, INTC had a nice ramp (AMD should?), but QLGC had a crap after earnings (will the bu$$ have the same?). Took few off the table here in the last 10 minutes expecting another prelunch swoon: ERTS at $104 flat ($.62), MERQ at $50.10 ($.72), QLGC (only seond position) at $52.32 (just $.17, but salvaged). The bu$$ at $27.07 actually a loss of $.28, the second OVTI at $48.64 for just $.69. QCOM second position went at $43.95 for $.59.

In edit and now IACI went here at $38.21 for $.65. IDPH at $33.95 for $.31 and BGEN at $38.95 for $.35.