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Zeev Hed

10/28/04 12:00 PM

#315866 RE: bfenton #315841

Not MRK, that one could still base for a long time in the $30 to $35 area. We still have tax selling to contend with in early December.
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Zeev Hed

10/31/04 5:31 PM

#316743 RE: bfenton #315841

I think of these, QCOM, HANS and BSTE are best positioned, HANS may make their move to a new high this week, if earnings are good, it should then be abandoned and used only for minor swing trades, IMTO. QCOM, could reach a high of $49, and BSTE may surprise with a new high. SNDK and CCMP two different stories, I already said that I prefer MRVL on SNDK here (target $35 or so), SNDK will meet resistance around $25, and if the christmas season seems good, then it could make another attempt at $32. Dangerous, however. CCMP, you are a little late, it already made a fantastic move earlier in the week (few here got on board in the $30.5 to $31.5 area), I am out and would get back on a retrench under $35 for a possible move to $40, maybe even $45.