In edit and few minutes later CCMP went at $44.90 for another $.65, less than a dime short of the double bucker. BRCM was also sold at $16.02 for just a 1% gain... Going to grab a little lunch, I have a repositioning for the second COCO only left in for now.
My opinion is that this move will not have staying power, can I be clearer? I am still just aorunf the 65% cash or so level (it goes up and down a little around the 70% level). Just sold QLGC again here at $40 flat for another $.45. The bu$$ also went at $13.29, just a minor addition to this morning run. It is not making new recovery highs here.
Zeev
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