Zeev's Turnips Patch-No Politics (ZEEV)

[All Mtn Ski]

Thanks Zeev, I will check out the historical posts on SI.

Do you think the "reasoning" here is still sound on HAUP? At a little over 1X Sales and being profitable ($0.11 EPS last Qtr), it seems if their products ramp as some expect, the top line could grow rapidly, and while I don't expect to make 1,000X my money, a la TASR, it could make a nice move like NVEC did as it gets "awareness" out to the investing public and could see a SNDK-like move as its top and bottom line expand and the Street realizes its undervaluation. Could be waiting a while for that, however.

I also think the concept of their products is great, and could have more uses than just a TIVO-like machine, especially on the editing of one's recorded content.

All and all, very intriguing, although I rarely ever play the new high game by buying "breakouts" like HAUP, this one may be worth it.

Regards,


A-M-S