Ludwig you have a good point. I am not in too deep and can afford to be patient. They are not going to go out of business.
I would however be interested in other value plays you know of. You mentioned that IRIX was not in your area of expertise and I understand that.
I like 2 more and can be patient with my buys and adds. CFI and UUU, both awaiting some recovery in this economy. Neither is going to go broke.