Zeev's Turnips Patch-No Politics (ZEEV)

[akirsch]

Zeev, I don't get how you can remain so positive when the #'s are really terrible. SUNW EDS ALA CIEN etc. are real examples of the recovery being much further out than we really ever thought. The numbers keep getting adjusted downwards and we don't know yet when exactly we will begin to see growth in tech.

If BACS tech conference goes next week without a hitch, I might be more sanguine, but I think most companies are going to have to lower year end forecasts. NAX 1000 in October the worst month consistebntly for last 7 years except last year is a real possibilty. You think the sentiment is extreme enough to take cobntrary posistion. I think maybe its too soon. Anyway, you have a good whiff of things to come with your turnips. I will certainly stay tuned.

Andrea