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To: Return to Sender who wrote (2162)	9/21/2002 4:59:47 PM
From: Alastair McIntosh	Read Replies (1) \| Respond to of 13403

Hi RtS, a good topic for discussion. Over the next month or so I think its appropriate to look at some medium term positions. I'm currently considering TTIL at current prices. Chart looks terrible now so I would enter in stages. Some Positives Strong balance sheet and no debt. As of June 30,cash and cash equivalents were approximately 44% of TTIL's total assets. Consistent 20%+ growth of top and bottom line for 22 quarters. Price/Sales 1.3; PE 5.4; PEG Ratio 4 to 5 I think its possible it could see $20 on the next bullish cycle. Negatives: 25% of float short but will be a positive if/when shorts think bottom is reached. Growth rate will probably slow. Some sales expected this quarter may not close until next quarter Other negative comments welcome.

To: Return to Sender who wrote (2162)	9/21/2002 6:56:21 PM
From: BWAC	Read Replies (1) \| Respond to of 13403

<What stocks do those posting here like for long term buys and at what prices?> I would think DUK certainly. You have a 10PE estimate forward, a 5.5% Dividend. A book value of $18. Market Cap of $17 Billion for this very prominent, well run, electric and natural gas utility. A glance toward PGN would be similar to DUK. I'd think EDS when it settles down some. Its forward estimate PE would be somewhere under 9. Its like at a 10plus year low. Sports a 3.5% dividend. Market Cap of only $8 Billion now vs $20 Billion in sales. You want less than net cash value? Try AMCC, GTW, CIEN. SLR is trading at $2.25 if you like contract manufacturers. A good chip roundup of LSI, XLNX, ATML, MOT, even MU maybe at $13, TXN, CY, etc.

To: Return to Sender who wrote (2162)	9/25/2002 2:19:34 AM
From: advocatedevil	Read Replies (1) \| Respond to of 13403

OT - RTS, Yeah, I continue to rethink my July LT investment choices as I consider how and when to deploy the remainder of my sidelined cash. Right now I'm feelin' pretty foolish. My SI LT Portfolio is currently down 9.4% ($43K) and our AMAT LT position is down 43.6% ($45K), and dat's a whole lotta dark-side scalpin' returned to my ol' buddies! Ahhh, but then again, they earned it fair and square and after all, these are LT investments and it's only been a couple months, right? (actually, I really feel like chimin' in with a few BWAC-like comments right about now... but I'll refrain <g>). Seriously, I'm extremely tempted to take the plunge now and go for it. I can think of absolutely no good reason to do so other than I can think of absolutely no good reason to do so. AdvocateDevil