Zeev's Turnips Patch-No Politics (ZEEV)

[Paul A]

Limtex.. I dont think anyone expected to see anything but stellar numbers this quarter.. My point is going into the next 2-3 quarters.

Nothing in any of those numbers out today will reflect what the shorts and myself are thinking.. The royalties is something to consider as you say, but I still believe the growth is going to slow considerably..


I worked in the industry for nearly a decade.. I was very bullish on SNDK all alst year when nobody would touch it and ironically everyone was preaching about what Im preaching now but they were early.. Only they are all blinded by the bull that everyones riding now so they dont want to accept it. PNY technologies is selling a ton of flash memory and its not sandisk.. They can have the royalties... Simple tech.. Kingston.. Viking.. where there are margins? the whores will come and they will destroy..

I could be totally wrong but I see a stock that just lost nearly 1 bill in market cap.. Something tells me I hit the nail right on. Sorry