Zeev--I note that yahoo lists the book value for VTSS at 6.04 while your estimate of 'tangible' book value is around $3. Could you give some basic guidance for deriving 'tangible' book value from the book value numbers, and other numbers, provided by yahoo. It seems clear from your comment that the yahoo book value #s should be taken with a grain of salt. TIA mudcat
zeev, Dont know if you have watched sunw. Bad visibility did them in. I cant imagine that sun will disappear. Think they will be at the core of the next wave of tech but maybe results will lag like vtss. Any thoughts here. Needless to say i was believing that stock had reversed course as it approached 6. But i can be patient as we wait the rally. mike
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