Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

I wonder about that DCB as well. COO, yup, was a good time to buy... a class act, but that is a big acquisition, and expensive too, OCLR free cash flow is around $30 MM and sales around $300 MM payng a billion plus is rich, and I think that in a bad market that could cause problems (They will have to borrow most of the $600 MM in cash and add 10 MM shares), they will end up with a negative book value as well. That is enough to take COO from the core, not because it may not print a new high again, it might, but because that creates a fragile balance sheet which could become problematic and eventually force some major "special charges" in the future. I just removed the third position off for the bucker, and will use additional ramps to get out.