Replies to post #48069 on Zeev's Turnips Patch-No Politics (ZEEV)

[seabass]

>>>Looks like distribution, and it is occurring in most of the equipments at the moment.<<<

I hope so. It would strenghten my spirits to see something rational taking place for a change. After the guidance from INTC, KLAC, AMAT and all the other semis for that matter, I'm completely baffled that the SOX is at 360 rather than 260.

[Zeev Hed]

In Reedeit, and fourth serving of INVN put in place here at $28.50... This one has been giving me agida lately...

In reedit: in GNSS at $18.80 and CDWC at $52.24.

edit: Also got back in GENZ at a nice discount at $29.84, AMGN at $46.74 and trying DNA again at $35.62, and ATK at $58.34.

Well, trying QLGC again here at $43.80 and MERQ at $33.58 and EXPE at $73.47. Also back in IDPH at $40 flat.

Zeev