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Strategies & Market Trends : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?

To: Paul A who wrote (17843)	9/23/2001 2:34:29 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 208838

Paul, you should note that here at $20 or so, I am no longer bearish on MU (few months back I had $19 on MU as cycle low, we hit $20.05, not too far and we could still ge the high teens early next week). I believe that in the next few months we are going to start to see the beginning of "Scenario II" for MU, and I am on record that MU will be pumped to $80 (!!!) within the next two years (g). In the last few days I did few trades on MU pocketing $2.70 per share (5 gains and 2 losses) and will be trying that for few more days, until decide I have enough of a cushion to stick with it for a little longer. As for CCMP, it is the "faithful" one, it with few others have covered on some quite disastrous positions in which I was simply frozen in by the recent events and the "deer in the headlight" effect. Sometimes, I get very stupid. Zeev