Zeev's Turnips Patch-No Politics (ZEEV)

[gtober]

i am working from memory, and apparently, too lazy to actually call up a yahoo balance sheet. my concern doesn't center on goodwill per se. i was more concerned about a book value valuation metric comparing an intellectual property shop with a manufacturing shop.

i don't dispute SSTI is dirt cheap. i don't know if another shoe is to drop, however. its a great company, but subject to a lot of external factors when they don't internally control the manufacturing process. don't they use TSM to manufacture? if so, there could be a china/taiwan instability play as well.