Zeev's Turnips Patch-No Politics (ZEEV)

[jdaasoc]

Im reality, I am almost devoid of investment ideas that I think will work. Intel's new chipset releases have totally missed the mark for back to school timeframe. I doubt wall street will give tech stocks any breaks in terms of future earnings appreciation. CREE is doing gangbusters and not getting any PE multiple bump and OVTI is getting silly at PE of 11.