Replies to post #176583 on Zeev's Turnips Patch-No Politics (ZEEV)

[Fred Langford]

12:02 KLAC KLA-Tencor raises orders target -- Reuters (59.54 +0.71)

Reuters reports that co's CFO, speaking at a CSFB technology conference in Arizona, said on Wednesday the company now expects order growth of at least 20% from the previous quarter. The company had previously targeted 5 percent growth... see 11:53 update for related commentary.

[Zeev Hed]

I have not followed it for quite sometime, at $4/$5 it was an extremely good value, so I played it here, it is reflecting the commodities bull stance, but I am not sure after the divestitures what their revenues and profits are going to be. In edit, and now back in QLTI here at $17.88, as promised. Minutes later, added to LEXR here at $18.68, I have no clue why that one is so weak, but I have faith that $17.5 will hold with spare.... Few minutes later, added t PII here at $83.95.