Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

They are still driving cost down, they will be deep in 90 nm territory in a quarter or two, they control the pricing and drive it down to gain market share, so far, because they learned the INTC lesson, without impacting margins. Also they bring in a fat licensing revenues (more than 50% of profits) to the bottom line, allowing them a lot of leeway with their own manufacturing margins. If $25 is taken, that one could be going to the races, we will have to see how it behaves tomorrow when all market participants are in. About 31 MM shares are short on that one. I doubt much more than 700,000 shares traded in AH, so a lot is left out there to be covered...