Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

It is not that mature and depends too much on a narrow base of products, outside suppliers and no real pipeline, as far as I understand. They are a nice little outfit, but sales in the $30/$50 MM should not under regular circumstances be priced at a cap of $200 MM, not saying that cannot happen, though, it was there before. That end of day ramp is even more pathetic than I thought, got out of the last two, for pennies, CCMP at $42,73 (completed the bucker though) and SINA at $10.38, real pathetic.

Zeev