I averaged out of this stock in the $6-7 range. I think it has gotten ahead of itself. This sucker is fully valued to overvalued now. Trading well over book value and at a high multiple of FCF. The SEMI book-to-bill has reached heights only seen at sales peaks (Winter 00, Spring 02, Fall 03, Spring 06). It looks like they used a ton of cash this quarter due to the ramp up in sales.

Either way, talk to you guys later...