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gilead23

04/14/10 10:38 AM

#124979 RE: bunky #124978

KLIC

First I sold partially because I had a nice trading profit and honestly don't really know much about the company.

Second I am not clear where we really are in the semiconductor cycle. That 205 million could represent the peak or we could be half way through. If .50+ is sustainable than yes it will go quite a bit higher.