Blue Coat Systems, Inc. (BCSI)

[HAK41]

Hi " Vf ",
You're right about BCSI being all the over the map.
Buyout rumors have been present for quite a while now, and I suppose Cisco would be one possibility, although, until something concrete is made public the rumor mill will continue.
One concern I've had is the apparent instability of the top management....almost reminds me of the Prime Minister position in Japan .....like five or six of them in as many years....that's never good to forge a focused direction in any operation.
Whenever you have these type of management changes all your employees worry about is whether they will or won't have a job and consequently no one concentrates on their " knitting ' as the Scots say, and the whole shebang goes for a dive.
Hope they get it under control. I've been spending quite a bit of time revisiting the Transport Sector, specifically Tankers and such. That sector has been beaten to smithereens and while they are still having fire sales, I decided to load up on some...don't expect anything grand over the next six months or so, but I do believe in fire sales that can pan out over the next year or two.
Keep the faith....this too shall pass.
.....and oh yes .....as to ' Pennies '......Sarissa ( SRSR ) should have a proxy out by the 15th of September for the spinout of their " Shining Tree ' Gold property as well as some other good news......
:)