Replies to post #445226 on Zeev's Turnips Patch-No Politics (ZEEV)

[gottfried]

SEMI chart for November 2005

raw data http://wps2a.semi.org/wps/portal/_pagr/117/_pa.117/122?dFormat=application/msword&docName=P03695...

btb chart http://home.comcast.net/~gottfriedm/SEMIcharts/eqporders.gif

[lostalot]

Zeev: It that time for you to share your first half 2006 roadmap, will you?

[bfenton]

Zeev,

Have you unloaded IPII yet, or view it more as a value play here at $12, and looking to double up once it stablizes?