In edit, I don't like the way we are crossing 1375, the rest of the Q was just taken off here, BRCM at $16.85 ($.09), QLGC at $37.80 ($$.32), ELX at $21.05 (-$.51) and MERQ at $24.24 ($.03). Also took off EXTR here at $9.94 for $.32.
VRTS Not closely, AMAT if we get that rally we could go to the 19/$21 area, but after that, I fear AMAT is going to go under the September lows. I just took BPRX off here at $11.25, a very nice $2.36, 25% plus profit. I'll reenter if discount is offered.
Zeev
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