Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

Same as before, I still expect another two lossy quarter due to their Evista (and Lotenstin) contracts, but I do not expect that to b more than $2/share max (probably no more than $1.25), compare that with $6.3/share cash and more than $10 net book (no goodwill and other garbage there), I think the risk is not too great, and in six months. The price behavior may possibly indicate that there might be another "bomb". However, they continue and sign up new customers, and I doubt they will repeat the same mistake they did with Evista.

Zeev