Zeev's Turnips Patch-No Politics (ZEEV)

[gtober]

jim , i agree with you on SSTI. but, wrt. book value, if i remember right, SSTI has no manufacturing process. therefore the book value is largely intellectual property, goodwill and other more esoteric things. the valuation compared to book may not be as effective as, say, AMAT with a considerable amount of PPE.