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To: BWAC who wrote (34249)	11/5/2001 10:35:49 AM
From: Larry S.	Read Replies (1) \| Respond to of 53068

4 ideas: - 1. TE - Teco Energy, Florida Utility, yield> 5%, very consistent earnings, re-affirmed 10-15% growth rate 2. UIS - Unisys - computer services, given big moves by EDS and other computer service company, should break out from 8 area to maybe 10. 3. CSGS - CSG co - billing company, dove big last week on earnings warning for next year. significant market over-reacting imo, well-run company, lots of contracts already booked, low debt, fantastic ROE. 4. IDA - old Idaho power, yield>5%, hydro power, down big, large potential. PVN - that was a short on PVN, wasn't it? larry