AK, something is fishy with these number, I'll have to study them in more details, the billing exploded relative to last month, and now apparently they have parts and services as part of the billings, while on the SI thread people made clear (and cited sources) that these do not included parts and services. They changed the reporting outfit few months back and everything is discombabulated. In the meanwhile, I am slowly rebuilding position, just bought CCMP here around $48.21.
Zeev
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