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Zeev Hed

05/27/05 11:38 AM

#395889 RE: Logothetis #395849

Actually added to SGTL here at $22 and change. Also, got back in SYNA at $19.25. I doubt AAPL is a big factor for SGTL (any idea what percentage of SGTL is with AAPL?), their business is really growing in many other portable consumer electronic devices, and at quite some rate. Could be wrong though. Also back in CREE at a minor discount here a 29.60.