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To: Dave Doriguzzi who wrote (17950)	8/25/2003 4:08:48 PM
From: Immi	Respond to of 57684

Extr is becoming comodotized. Gross margins are not much. The best way to play the networking sector the Gige poliferation is the chip players. Alas, they are bloated now { Marvel, Brcm}. So, If I were you I would go to the optical sector where there are still values around, and position yourself fro the next year for access, metro boom. You could Play Amcc/Pmcs for acess and metro, and on the pure optical side Cienna with its ONI productline is a no brainer. If you want a little risky play which I have try EzChip with it's 10gige NPU. You can play this via LNOP. Regards, Immi

To: Dave Doriguzzi who wrote (17950)	8/25/2003 6:37:50 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 57684

14:58 ET BEL New High Profile -- Bennett Environmental (13.40 +0.91) -- Update -- Bennett Environmental, which treats contaminated soils, is making a new all-time high today on nearly 3x avg daily volume. The co also came across our radar on a valuation basis. BEL is expected to earn $1.75 (p/e 7.6x) next year on 55% EPS growth. The co recently reported solid Q2 results as its EPS tripled yoy to $0.18. Also, the company currently has $272 mln of contracts in backlog, not bad for a company expected to post revenue of $66 mln this year.