Zeev's Turnips Patch-No Politics (ZEEV)

[Lane Hall-Witt]

akirsch--

All good points on BRCD: it just appeared you were looking for a quick hit on the conference presentation, and I wanted to make sure you were aware of this new CSCO news as a potential risk factor, since CSCO has been moving the BRCD stock in recent weeks.

I'm considering BRCD for a longer-term buy at some point myself, but am waiting for the stock to settle in the wake of the CSCO disruption and to see how the Rhapsody integration progresses. Their cash position is actually much stronger than you mentioned, since they plugged the cash from last year's big debt deal into the Long Term Investments line on the balance sheet.

Good luck!