No longer the calm of morning, I think for now we saw the top in both the BTK and the SOX. Right here (during the last 10 minutes or so) maybe the right time to initiate a lunch tactics, so here it goes, CCMP at $52.06, IDPH at $38.62, AMGN at $46.16 and the Q, BRCD at $6.18, BRCM at $15.61, QLGC at $40.17, ELX at $20.19 and MERQ at $29.50. Also added EXPE at $71.17. Also in CDWC at $52.67. Also repositioned the second serving of OMG here at $4.76.
Zeev
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