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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?


To: Andrew Vance who wrote (24522)8/17/2001 3:14:22 PM
From: Zeev Hed  Read Replies (1) | Respond to of 30051
 
Vance, CCMP is a litle rich, but considering that the industry is moving to more use of CMP, and more CMP's steps per wafer, there business will rocket once the industry turns, and even if the industry does not turn, unlike the equip guys, they will still ship their slurries.

Zeev

In edit, no chance INTC will close at max pain, so I sold at $27.95 here for $.80 loss.