Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

The arguments raised against a major long term commitment to EYE applies as well to LCAV. LCAV is probably going to be "supported" here during the secondary and maybe even go higher shortly after that, but their financing will simply reduce the "cake" to all, make the field highly competitive and not conducive to extreme profitability. As I mentioned to theprophet, I have enough exposure to vision with COO and QLTI....