Zeev's Turnips Patch-No Politics (ZEEV)

[goodluck]

You can't sleep either?

Do you have any early morning thoughts on SNDK? I bought a couple of doses more of it today and wonder if I want it. But the kind of margin compression that Eli talked about was not that significant, or so it seemed to me. And they will get very cheap new output in 2005 from both their JV with Toshiba and, presuming all goes well, the TSEM fab. New markets are opening up as the cost of flash goes down.