Zeev's Turnips Patch-No Politics (ZEEV)

[rusnak]

RE: MU / Scenario II

Hi Zeev,

Haven't followed you very closely over here, but what is you current thoughts on MU Scenario II? I seem to recall when you first came out with it, it was 18 months away putting it around Jan 04. your thoughts?

Over on SI, remember Tad LaFountain? He was a Needham analyst who posted quite regularly, and has just posted his first message in 2 1/2 years, and thinks MU is worth a bet at these levels.

http://www.siliconinvestor.com/stocktalk/msg.gsp?msgid=18664904

All the best,

tom