Zeev's Turnips Patch-No Politics (ZEEV)

[ardent jd]

Richard, they are coming off 2 quarters of 50% and 18% sequential order growth. Even if they just hit the lower end of their guidance (-15%), that would still compound to 50% growth over 3 quarters. Sure orders are lumpy and we should have expected a pause, but growth is pretty impressive no matter how you slice it.