Zeev's Turnips Patch-No Politics (ZEEV)

[opnion]

Orkrious, I read their earnings release and they are constrained with supplies for the third qtr and stated that they are running at 100% capacity in house plus out of house. They stated revenue would be flatish with revenue this qtr so unless they plan on some nifty cost savings somewhere which doesn't seem likely if they're running at 100% capacity the eps should be flatish as well. Then they said the 4th qtr would see an easing of supplies, so likely they will see lower prices because all other competitiors will also see increased supply, prices should fall for 4th qtr.