insook--
well, ok...that makes a little more sense, but you do see what i am saying. seasonally, i dont think it will hit 40, the momentum and interest just isnt there.
plus, i am willing to bet that not all the fund managers are stupid and some have to realize that any real improvement in pricing is going to be met with massive amounts of supply.
the asians still control the game.
to be honest, i tihnk it may pop back up again, it may even hit 40 or a little higher. but, i know sooner rather than later it will go back down as the fundamentals kick back in. so, i can wait. yeah, i may miss 5 points, but i wont miss the 10-15 on the downside. then i will go long...i sleep better if i buy things when they are low<G>.
on process geometries...it is MUs problem. one of the major reasons anyone buys this stock is that it is supposedly the low cost provider. if someone one ups them in die shrinks, that could change quickly and then who knows where the bottom will be.
on bipin...glad you arent my partner<G>. while you get to play on SI, he gets to work...seems like a great trade to me<G>. tell him i said hello.
good luck to all,
trey
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