John, I don't agree with you, first we have strong support at $60, and CCMP will make $2/share on an annual basis sometime in the next 12 months. You got to remember that not only they benefit from the growth in number of chip shipped, but because more of these chips require CMP, they will have more growth than th chip industry in general. I myself am a buyer again on the next step down (had an order in to reenter today at $60.48, never got that low (g). $30, that would mean AMAT is selling at $20. Not impossible, but not probable. Right now, IMTO, CCMP is cheaper than AMAT by any measure.
By the way, just got back into CCRD here at $19.15, they gave me the bid, not a good sign...Also got out of INVN at $37.75 a minor loss of $.22, can't win them all. Still fighting with the Q, some red some green.
Zeev |
