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Zeev Hed

10/16/03 10:48 AM

#161646 RE: bethere #161640

Maybe I can get a nice discount pre lunch on that second position which I sold a little prematurely, I am still riding the first serving from my exuberant entry yesterday at $53...(g). CCMP just went here at $60, it should not have retreated so much, maybe it is breaking down again. A loss of $.56.

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SantaCruz

10/16/03 10:50 AM

#161649 RE: bethere #161640

Oh yes, that is conservative. AT $1.43 for this year's earnings, $60 would only be a PE of 42. :)
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molly

10/16/03 10:56 AM

#161653 RE: bethere #161640

QLGC almost 53!!