Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

A little late to like COO, I think I removed it from the core around $63 or so, and will not be a buyer here. The acquisition of OCLR will play a nasty trick on their balance sheet, and in bad times, next year, it could be hit hard, I would not be surprised to see a major hit into the $40 to $50 area by mid year neat year. I am now playing CMN instead, the current box is $22 to about $25 or so, and I expefct a new all time high early next year.