Telcom Semiconductors – The growth in worldwide demand for wireless communication devices is expected to increase significantly, and the economic recovery appears to be on track in Asia, which accounted for some 35 percent of TelCom’s business last year. We believe that the company is well positioned to take advantage of these developments, and the outlook for the Company’s business continues to be positive.

Ariba – From a financial point of view, this company is in a very strong position, flush with cash, and surprisingly enough, adding to their cash stockpile by generating a lot of positive cash flow from operations. In addition, looking at their income statement, you can also see that Ariba has the potential to generate some huge earnings down the road. While Ariba is expected to incur losses over the next few years, mostly due to the big outlays in marketing and other general and administrative expenses, their gross profit margin on their software licensing and maintenance revenue is better than 80%.

Rimage Corporation – Another area of potential market growth is in the area of DVD-R publishing. The demand for DVD-R publishing is rising steadily, and the sharp drop in the cost of this media is also driving the demand for DVD-R publishing. For example, a DVD-R disc, which was selling for about $30 at this time last year has dropped to the $7 to $8 range.

Shaw Group Inc – In fact, prior to the sharp correction between June and July, the stock was almost 50% higher than recent prices when it touched a 52-week high of $63 per share. There was little fundamental change for the sharp drop, however it would appear that the stock ran up too high and too fast.

Techne Corporation – Furthermore, looking out over the longer-term horizon, there is little doubt that the development of genomic science will have significant impact in the discovery of new drugs and other healthcare applications.

JDA Software Group – In addition, with the Federal Reserve cutting interest rates again, for the fifth time this year, the economy is very much on track for a recovery over the next 6 to 9 months. Another positive factor to note is that the market for JDA Software appears to be very vibrant.

Boston Scientific – On a more positive note, it would appear at this time the stock price already reflects much of the negative problems facing the company. We can see that, on a relative comparison basis, BSX sells at well less than half the valuation ratios of its two main competitors in the stent market. Another positive factor that the company has going for it is that, despite its problems.

EMCOR Group Inc – The continuing energy crisis in California has brought on the recognition that there are other states that may face a similar crisis until the electricity supply situation is addressed. We expect future growth opportunities for EMCOR to be particularly promising in the facilities services and electrical construction services markets.

The information provided is obtained from other sources and no guarantees are made as to the completeness, accuracy or current relevance of the information. The information here is not solicitation nor an offer to deal in securities. Investors should always speak to an expert before investing and also check with the company as well as their broker.