Zeev's Turnips Patch-No Politics (ZEEV)

[Paul A]

Zeev- that was one helluva an eye opening/fantastic post regarding SNDK last night.. Actually, both you and Limtex opened my eyes to the power of the royalties and its much appreciated..

Im rather bearish going into 2nd half of 2004 with regards to the economy, and especially 2005 so I think you may be a bit liberal on the other estimates.. also I think the drop in margins is going to surprise you and others quite a bit as I dont think the demand is going to continue as strongly (but that surely is one helluva a discussion because who knows?).

Thats the power of these message threads.. and a big thanks for you taking the time to point out what is obvious to you but not so obvious to some of us err slower types : )