Replies to post #163525 on Zeev's Turnips Patch-No Politics (ZEEV)

[head]

That was my exact thought

[eap]

Zeev, today's weakness looks ominous to me. A couple of poor earnings reports tonight might push things over a cliff. What do you think? TIA.

[Huluriasquias]

Zeev,

I've been holding KLAC since the first days of October, and I just realized it reports earnings tonight.

Do you see any compelling reasons to hold it through earnings?

TIA (Thanks In Advance)

H.

[redwood]

BSTE....earnings tonite

[Belgie24]

Zeev, your comments on BSTE earnings and raised guidance for next year would be appreciated. Sounds from the conference call that they did lose some of the hospitals on BNP to competitors, and it seemed to hit them out of the blue, causing some amount of inventory buildup. They were very cautious when asked if there would be BNP growth at hospitals in 2004. They seem to have some typical small company growing pains. Hopefully their partner deals and stroke test starting in Europe early next year will lead the next big growth spurt. Your thoughts?? TIA.