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madrose1

02/26/04 1:07 PM

#210186 RE: Zeev Hed #210181

AMAT at $22 seemed a good exit and INTC there in the .80's ...a little sell the news ahead of the CC

maybe worry ahead of INTC CC ...on what initiatives INTC may be invoking for this coming year in the memory space?

the BU$$ acting a little apprehensive , but like it "could" go on a dimes notice. But so far the action relative to other semis rather disappoinging .

That the FTC could appeal , is a given I would think , they have all the time to do that .
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rajaram46

02/26/04 2:20 PM

#210234 RE: Zeev Hed #210181

thanks zeev

rkb
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kmjb9763

02/27/04 9:32 AM

#210686 RE: Zeev Hed #210181

Zeev, what are you thinking for your first serving of SCON? I have some at 4.17. They have pre announced and will officially announce on March 1. Is all the down from pre announce already in the price? Will it bounce?