Zeev's Turnips Patch-No Politics (ZEEV)

[limtex]

What happened for the last two years may not be repeated. There are now signs of a few companies doing really well and some smaller semis which have great leverage into a recovery.

Last year and earlier this year business was universally deteriorating but this is cetainly changing for a few companies and not just marginally but quite big buisness improvements.

The market might well take another dive but it is going to be a bit different this time if at the same time companies are coming out with greatly improved earnings and revenues.

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