Replies to post #23099 on Zeev's Turnips Patch-No Politics (ZEEV)

[Paul A]

One good point he did make Zeev was regarding the microsoft licensing over the last 2 months.. Thats something I have witnessed on a daily basis given that I deal with these folks, and it did carry them quite far over the last month especially.. Not certain how much of this the street factored in of course actual numbers, but from conversations- it seems pretty significant..

just FWIW

[mlsoft]

Zeev....

I know, and you may be correct. If my macro-view of the economy is correct, though, and we are re-entering a recession, then their earnings will be slowing down. Everything I read tells me that IT spending is still slowing with little chance for much revival for a good while.

Of course, I am making fundamental arguments when I want to be out of the position within a few hours at most.

Speaking of which, I just doubled up at 46.25.

mlsoft

[there]

Inb SKX @13