Zeev's Turnips Patch-No Politics (ZEEV)

[Sherlock356]

Great Joe....I'm a Big fan as you know....and I've done a LOT of DD on the company....as best I can not having any connections to any employees or insiders (a good thing) just FYI. I am confident in '05 being the breakout rev-ramp from what I know so far. The risks would be from an unknown big new competitor coming into the space...or LGE abandoning LCoS.....I have not heard any rumblings of either to date. I hope to see LG/Spatialight TVs at CES in January. All IMO. I have been told the picture quality is breathtaking. IF they can announce another quality OEM it should really cement their situation. I am not counting on the Chinese OEMs in my analysis......although they could eventually bear fruit. So far LG is the deal. The fact they are building a fab-plant in Korea as we speak is encouraging. OK...I'm done talking my position for now :)

Overnout.