Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

Thanks, Vacation. $20/share next year on a pe of 20 means bottom line of $90 MM. Even if we assume that they indeed will be shipping at the rate of a million mother boards per month ans assume a quite outrageous 1$ per board I still cannot get top line of much more than $12 MM. Of course, personally, I doubt that they will have their technology in 5% to 10% of all PC by the end of next year, so these numbers by themselves are quite high. One thing is in their favor, though, they are not going to pay any taxes for quite a long time.... I hope that link we be forthcoming soon since right now, it is like playing with a well diversified yarborough...for now, I'll be a zatetic bystander.