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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (84735)	6/25/2002 9:48:05 AM
From: DennisToo	Read Replies (2) \| Respond to of 99280

Zeev, AGM under 30.....may take another ride. D2

To: Zeev Hed who wrote (84735)	6/25/2002 10:17:04 AM
From: Killswitch	Read Replies (1) \| Respond to of 99280

Zeev or anyone, do you think there is an opportunity for arbitrage between QLGC and ELX? At the moment, ELX seems to react much more slowly to market movements than QLGC does. Perhaps it would be possible to wait and see what QLGC does and then quickly do the same thing to ELX to "help it along" :-)

To: Zeev Hed who wrote (84735)	6/25/2002 12:02:57 PM
From: manny t	Read Replies (2) \| Respond to of 99280

CCMP, Thoughts on this? 11:58 ET CCMP Cabot Micro drops on Motorola/Dupont collaboration (40.23 -1.59) Motorola's Semiconductor Products Sector and DuPont Air Products NanoMaterials announced that they plan to collaborate on an advanced copper chemical mechanical planarization (CMP) formulation. This announcement seems to be interpreted by the mkt as a negative for CCMP, which has dropped -3.8% on the news.