Zeev's Turnips Patch-No Politics (ZEEV)

[akirsch]

Zee,

It really has felt different these last trading days. I am curious if you still follow companies like EPNY or KANA also FFIV. I of course got murdered in them, but when companies like these and RATL have reached bottom and small tech software systems integrators in particular begin to stop losing money and start seeing slightly upward sequential growth for next qtr. and they begin to start creeping up, I am curious if thats not when the bull suit can really come back on. I am watching all of the above companies and am curiously awaiting the earnings of FFIV at the end of month. I am tempted to reenter into all these companies I mentioned. I am curious what you think.

Thanks in advance,
Andrea