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Strategies & Market Trends : Joe Stocks Trader Talk

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To: Joe Stocks who started this subject	3/12/2002 4:44:40 PM
From: Joe Stocks	of 787

CCMP- Saw this on Briefing.com. Looks like CCMP may be a good short candidate. Selling on high volume today. 12:01 ET Cabot Micro upended by talk of competitive threat (CCMP) 69.00 -5.10: --Update-- Hearing from trading floors that stock is turning defensive ahead of Intel's supplier recognition awards tomorrow. One item being cited is a press release issued last night by Intel listing Fujimi as one of 25 companies that will receive Intel's Preferred Quality Supplier award. Market talk is that Fujimi's slurry has become the new standard in copper performance/cost, and that there are concerns a major displacement is taking place. In fiscal 2001, Intel accounted for 14% of CCMP's revenues. Chart: stockcharts.com[l,a]daclyyay[dc][pc20!c50][vc60][iLb14!La12,26,9]&pref=G

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