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To: Return to Sender who wrote (7478)	1/12/2004 7:00:47 PM
From: Sam Citron	Respond to of 13403

OT Pick a theme The decline in the dollar sure makes those big ugly multinationals a lot more attractive. In line with that, Tyco may be a pretty good way to play RFID. India is a place I have warm fuzzy feelings for because I spent some wonderful times there in my youth. I know it's politically incorrect to extol the virtues of Indian investments because of the tech job losses here, but I am long Satyam and Infosys and think that outsourcing is one of India's great competitive strengths. Ever since the East India Company created a cadre of "babus" to shuffle their extensive paperwork and effectively manage and keep accounts of the "empire", Indians have excelled at keeping one foot in their own culture and the other solidly in the west. Nobody does these services better or more affordably than India. Nobody! Sam