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limtex

10/13/05 4:13 PM

#430333 RE: Zeev Hed #430193

zh - big semi out tonight...Samsung...this should be intersting. My guess is that they will be less than expected but have some great things to say about the next qtr and 06. Net result my guess is they tank and drag the semis with them tomorrow.

And my guess is that a/h tanking is going to become a regular evening passtime this season.

L
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limtex

10/14/05 3:42 AM

#430372 RE: Zeev Hed #430193

ZH - All bets off- Samsung earnings out and they are massive and good view of 1H 06...

L