Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

I am not sure why you would want to go as far as 2006, I have a peak in the market before that. As you know I do not "do" options", but if you are asking long term, they have only scratched the surface with BNP, and since they are going to adapt their technology to Beckman's platform, that will greatly increase their market reach. Furthermore, there are quite a number of other situations where fast and immediate diagnosis is required. They are working, if memory serves, on stroke, and there it is critical for the outcome to know very rapidly whether the stroke is due to a blood vessel in the brain rupturing or due to a blockage. While MRI can help, it is not always rapidly available, and thus a fast blood test would have huge implications. am sure there are many other "emergency" diagnostic of importance which their platform could be useful for. I think that before the end of 2004, visibility two years hence of $4/share could easily bring that stock to the $80 to $120 range (depending on degree of market exuberance). Thus if you are inclined to play the options game, the January 2005 $50 or even $60 options might not be such a bad bet. If I were to play this however, I would remember that the stock is currently (short term, like three months) vulnerable to a decline, possibly even to the mid to low $30 (if we do get a nasty market later this fall) thus I would not buy the whole position at once., and add as the price declines.