Zeev's Turnips Patch-No Politics (ZEEV)

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I don't believe SARS will be a big deal a year from now but I do know that it IS impacting business in Asia, especially for American technology companies that have a decent portion of their revenue coming from Asia. Channel checks over the past month have showed much more than a "blip" on the radar screen in terms of earnings impact. There definitely will be earnings impact this quarter for those companies and some will be very significant. Business has come to a grinding halt in Asia for many of these companies. I think the big technology conferences of late have helped fuel a pop in tech recently as well and they will come to an end in a week or two.