Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

Those guys are quite unreliable, they were off by 50%( their numbers are worldwide, but the US is by far the leading provider of semi equipment (around 60% to 65%?). Surely a sequential decline of bookings cannot be construed as positive. $741 MM is as far as I remember the lowest booking rate in more than 6 months (where is Gottfried when we need him for accuracy of data?).

Zeev