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To: Sig who wrote (13728)	6/12/2005 2:18:34 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 13815

blue coat bcsi is in an area thats pretty saturated. IIJI seems like a little better bet, this is if you want to hold the stocks but I know you guys are just trading.

To: Sig who wrote (13728)	6/13/2005 2:10:55 AM
From: pbull	Read Replies (3) \| Respond to of 13815

Forbes has some good content this month. Impressed. They have some medical tech stocks, including Quadramed at a recent price of $1.54. They still like energy (most are still undervalued based on the value of reserves; XOM, Royal Dutch and OXY are overpriced). If Conoco were liquidated tomorrow, it would be worth 10 percent more than it is today. Gives you some idea how badly Mr. Market mispriced these stocks. Another something to think about: The Fed is reissuing 30-year Treasuries and will want things to go well, so... If the long bond falls to 3 percent due to mild deflation (as their economist expects), 30-year zero coupon bonds would gain 48 percent in value. He thinks it will happen because of the flattening yield curve. Makes sense to me. PB