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Paul A

07/22/05 11:48 AM

#412377 RE: Zeev Hed #412369

nah.. FLIR was already too much excitement for me.. and you know it sure is getting pretty tense now with London constantly being in the headlines and now the senate building is being evacuated? Im going to do my usual hike in about 5-10 minutes and get back for the last hour and see whats cooking..

I want back in FLIR.. Im in your camp that this is the way to play on the defense side- also check out VRNT which I also have been playing and its a bit more stable then FLIR, although I do like FLIR better fundamentally..

It is interesting like you said- how MAGS, IPIX, alot of these less attractive fundamentally plays are getting less and less attention but I wonder if that will change going into this weekend as everyone has their guard up? or I suppose the better question is, aside from FLIR and VRNT, what smaller lower float stocks are worth buying into this fear that actually have the fundamentals to support a move?

Ill tell you what I DO want to take home short- and thats this IMCL.. Your CCMP looks real tasty too- if this market tumbles, there are some real nice setups for huge gains on the short side.. Amazing they just wont let this market go..