Replies to post #28789 on Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

In reedit, taken MERQ off here at $18.80 for just $.40 and QLGC at $28.67 for just $.30, thinking I can reposition these better later.

In edit, talking about CCMP, just got back in here at a minor discount at $40.06.

Well, happy you read my analysis on CCMP and why it differs from the rest of the semi-equip. In the meanwhile, I got back into MERQ here at $18.40 for more than a half buck discount, still not in ELX. Also got back in EXPE at $49.87 more than a buck discount. Also got back in IDPH at $40.30. And the worst (where is that 2"x4" when one needs it), doubled up on JNPR just under $5.

Zeev