Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

I think you are playing with fire more than I am... (g). It has just printed a new HOD here at $10.80...


A fast "case" for the bu$$ (which is going to be whispered in the markets) is DRAM business now all under the bu$$ license, DRAM at $15 B per year, the bu$$ gets 3% or 450 MM a year, after taxes $300 MM or $3/share, at 10 PE they'll bump it to $20/30 in time. $15 and $33 are old latent supply area...
Zeev