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To: Lizzie Tudor who wrote (159267)	9/16/2003 1:14:17 PM
From: Victor Lazlo	Respond to of 164684

Yup IPAS is no 'value stock' that's for sure ! I think SigmaTel will be a very good one - comes out thursday. I'll likely buy a 1/3 postion Thurs or Fri then wait a couple of weeks and buy the other 2/3 of my target position. The mkt sure is strong. Despite this being the seasonally worst time of yr for stocks, it just doesn't want to sell off. Seems like every talking head around is predicting a near term sell-off, so maybe it wotn happen. The crowd is usually wrong. Congrats on JNPR. That's been very strong.