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To: Lizzie Tudor who wrote (18499)	10/10/2003 2:51:13 PM
From: Sultan	Read Replies (1) \| Respond to of 57684

I look at some of these niche plays from a valuation play point of view.. No different then when I used to own BI sector, which incidentally for the last 12 months have been the best in software plays.. Incidentally AZPN actually is not too small if you look at their annual revenue..

To: Lizzie Tudor who wrote (18499)	10/10/2003 3:07:50 PM
From: Sam Citron	Read Replies (2) \| Respond to of 57684

The Indian IT sector is having a field day today on the back of Infosys' results and raised guidance this morning. My Satyam is up 7% today and 27% in the three weeks I have owned it. Andy Grove's comments about the disruptive nature of the Indian IT industry (starting at low end of value chain and working its way up) are helping. Message 19389699 see pp. 91-92

To: Lizzie Tudor who wrote (18499)	10/10/2003 7:06:46 PM
From: Madharry	Read Replies (1) \| Respond to of 57684

Does it disturb any of you that this has been a humongous rally in low price shares accompanying by a huge rise in Nasdaq margin but very little insider buying? somehow it seems suspect to me that shares can be up 300-400% with no insider buying- as if the high flying speculator confidently ascertains value whereas the experienced insider does not. Last night I went through about 20 semiconductor issues and could find no insider buying in any of them. I got burned very badly in the telecom supplier area in 2000 and it has made me very skeptical of share prices that seem unsupported by either fundamentals or insider buying. I did puchase a little SCON which I still own and hold large positions in ACTG and OPTV, both companies with little in the way of current revenues but significant intellectual property. There was some insider buying in ACTG but at much lower levels. OPTV is majority owned by Liberty, so i perceive a lot of implicit support there. they also achieved a small legal victory with respect to some of their patents against Disney/ABC.