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lee kramer

10/24/03 2:51 PM

#164857 RE: Zeev Hed #164856

Zeev: Sold some QQQ's 33.67

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jdaasoc

10/24/03 10:20 PM

#164964 RE: Zeev Hed #164856

RE CCMP

They have pretty much slightly negative sales as end users learn to be more thrifty with their slurries. Like JCOM's reaching the end of the line of income tax credits, CCMP has no more major cost cutting moves like their recent elimination of distributors to plug sales and earnings shortfalls in this latest quarter.

It is still high Beta stock that you will do fine trading with but the 50 day MA is about $61 and it will have to be real strong overall tech market rally to get it above 50 MA any time soon.