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To: Andrew Vance who wrote (17205)	3/17/2001 11:40:00 AM
From: Zeev Hed	Respond to of 17305

Andrew, too uncertain, I decided I did not want to spend a long weekend with it. The volume is much smaller than during th "Camino" debacle, indicating to me that many funds have not bailed yet, we may need 30/40 MM shares daily to create the right environment. Zeev

To: Andrew Vance who wrote (17205)	4/15/2001 10:00:51 AM
From: Pink Minion	Read Replies (1) \| Respond to of 17305

Hey Andrew, Appreciate your thoughts on CCMP - Cabot Microelectronic. They make some slurry crap for one of those CMP doo-hickeys. A bunch of us are short. I'm sure it'll follow the sector short term but heard long term they could be obsoleted. Have we gotten to "The worst downturn I've ever seen" yet?