You should wait to add to "orphans" till the end of the Nassacre, GTW and SEMI, probably can be had under $2, HAUP closer to $1. HOOK, I am looking for an exit not addition, I am getting a little impatient with their inability to grow their business, they are "cheap" by normal valuation measures, but unless they start to show some marketing imagination, it may stay an "orphan" for a long time. TAYD is probably another good candidate for a 50% to 100% run once the nassacre is over.
Zeev
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