In edit, also took off KLAC at $38.74 ($2.32), NVLS at $27.25 ($2.57) and CYMI at $27.30 ($2.46), CCMP at $41 flat ($2.50). Ready for relaunch on a pull back. Cash at 25% and will increase a little more.
It does look strange. Took some "first blood" here IDPH $2.10 at $42.50, BRCD at $17.32 ($2.10), BRCM at $18.35 ($1.78), QLGC at $39.40 ($1.70), ELX at $23.60 ($2.77) and MERQ at $23 flat ($1.18).
Zeev
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