IBIS TECHNOLOGY CORPORATION & @ROAD, INC.

***We no longer follow the companies mentioned in these backdated newsletter issues. These samples of past newsletters are generated to give you an idea of what you can expect when you subscribe. Please do not use any of the information contained in the samples below as current advice. If you would like to purchase a newsletter subscription, please click here. ***

Hello Readers,

We have been wondering for the last several months just how high crude oil needs to go before it slops up the markets. Looks as if $65 does it. The major excuses we hear for these nose-bleed prices are that some refineries are offline, or that hurricanes have slowed production, or that there is unrest in Venezuela or Nigeria, blah, blah, blah. The oil industry has always faced these problems in the past; there is no excuse for a $25 increase over the last five or six months. Let’s wonder how low prices would drop if the President opens the Strategic Petroleum Reserve. Our guess is that crude would tank $15 to $25 for the simple reason that one-third of the current price is raw speculation probably caused by traders who have absolutely nothing to do with the cost of actual production.

Keep in mind that between now through September is traditionally a lousy period for the markets, so, hold on tight. Our Current Portfolio was looking healthy until a week ago, then a lot of our picks felt pressure from the market’s recent downdraft. And, we did not close any positions since the last issue.

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ZI CORPORATION & INNODATA ISOGEN, INC.

***We no longer follow the companies mentioned in these backdated newsletter issues. These samples of past newsletters are generated to give you an idea of what you can expect when you subscribe. Please do not use any of the information contained in the samples below as current advice. If you would like to purchase a newsletter subscription, please click here. ***

Hello Readers,

Since the last Newsletter, we closed three positions; two for some very nice gains and one for a loss.

REPLIGEN (3/20/05). Closed position 7/27/05 at $3.35 for a 97% GAIN.

INFOSONICS (5/5/05). Closed position 7/27/05 at $4.15 for a 69% GAIN.

AROTECH (6/5/01). Closed position 7/27/05 at $1.10 for a 65% LOSS.

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CENTILLIUM COMMUNICATIONS, INC. & NORTH AMERICAN SCIENTIFIC, INC

***We no longer follow the companies mentioned in these backdated newsletter issues. These samples of past newsletters are generated to give you an idea of what you can expect when you subscribe. Please do not use any of the information contained in the samples below as current advice. If you would like to purchase a newsletter subscription, please click here. ***

Hello Readers,

Since the last Newsletter, we closed three positions; two for some gains and one for a loss.

SAVIENT PHARMA (2/20/05). Closed position 7/11/05 at $4.58 for a 52% GAIN.

ZHONE TECHNOLOGIES(12/5/04) . Closed position 7/6/05 at $3.78 for a 54% GAIN.

INTRAWARE (9/20/04). Closed position 7/6/05 at 39¢ for a 72% LOSS.

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ELECTRIC CITY CORPORATION & INNODATA ISOGEN, INC.

***We no longer follow the companies mentioned in these backdated newsletter issues. These samples of past newsletters are generated to give you an idea of what you can expect when you subscribe. Please do not use any of the information contained in the samples below as current advice. If you would like to purchase a newsletter subscription, please click here. ***

Hello Readers,

Since the last Newsletter, we closed another position, for a very nice gain.

THERMA-WAVE (5/5/05). Closed position 6/23/05 at $2.50 for a 76% GAIN..

Therma-Wave shot up on news that it had retained Needham & Co. to advise the company on its strategic financial objectives. We suspect, as probably others did, that TWAV may be looking for a buy-out as one option, and, yes, a 76% gain feels pretty good.

In the previous Newsletter, we were lamenting the impact that $50 oil could have on the markets; now we need to worry about $60 oil!! And then, throw in another Fed rate hike. Despite it all, we still could come away with a decent summer rally, because most every other indicator appears to be promising.

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OSTEOTECH, INC. & TELECOMMUNICATION SYSTEMS, INC.

***We no longer follow the companies mentioned in these backdated newsletter issues. These samples of past newsletters are generated to give you an idea of what you can expect when you subscribe. Please do not use any of the information contained in the samples below as current advice. If you would like to purchase a newsletter subscription, please click here. ***

Hello Readers,

Since the last Newsletter, we closed two positions for some nice gains and a third for a loss.

GLENAYRE TECHNOLOGIES (5/5/04). Closed position 6/10/05 at $3.72 for a 60% GAIN.

THREE-FIVE SYSTEMS (2/5/05). Closed position 6/9/05 at 60¢ for a 65% LOSS.

EMCORE (5/20/04). Closed position 6/2/05 at $4.22 for a 52% GAIN.

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SIRENZA MICRODEVICES, INC. & COMMERCE ENERGY GROUP, INC.

***We no longer follow the companies mentioned in these backdated newsletter issues. These samples of past newsletters are generated to give you an idea of what you can expect when you subscribe. Please do not use any of the information contained in the samples below as current advice. If you would like to purchase a newsletter subscription, please click here. ***

Hello Readers,

Since the last Newsletter, we have closed one position for a nice gain.

PEERLESS Systems (1/20/04). Closed position 5/27/05 at $4.10 for a 61% GAIN..

For the last few months, Peerless had been making small gains here and there. Then, the stock had a spurt thanks to a good earnings report and more upbeat news on their deal with Kyocera-Mita. This has been a wicked drought for us, and we’re glad to take the 61% gain.

Seems too easy to predict, right? Actually, it is. Oil goes under $50, and holds there for a while, and the markets go on a mini-tear. Then, it shoots above $50 and the markets grow weary, as we have seen over the last few trading days. As we said in the last Newsletter, and many times prior to that, if crude stays under $50, we should expect a pretty decent summer rally.

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EXACT SCIENCES CORPORATION & VION PHARMACEUTICALS, INC

***We no longer follow the companies mentioned in these backdated newsletter issues. These samples of past newsletters are generated to give you an idea of what you can expect when you subscribe. Please do not use any of the information contained in the samples below as current advice. If you would like to purchase a newsletter subscription, please click here. ***

Hello Readers,

After what had been the longest drought in our eight years of publishing this Newsletter, we closed one position for a very nifty gain.

NUANCE COMMUNICATIONS (4/20/05). Closed position 5/10/05 at $4.65 for a 75% GAIN.

Once again, we must stress that this is a rarity and not the norm as Nuance was in the Current Portfolio for less than a month before the stock rocketed on news that NUAN is being acquired by ScanSoft. The deal is for $221 million and values NUAN’s stock at around $5.60. So, why close it now? Take the money and run; bad things have been known to happen.

Our feelings about the market are pretty much the same as they have been for the last few months. The bull market is in suspended animation until we get a better picture of what impact $50 oil has had, and will have, on P&L statements, and those conclusions could take a while. Of course, if crude drops below $50 and holds there for some time, we could get a nice summer rally. Most of the last several weeks have been on the upside and the Russell 2000 is hovering at around 600 again. And, our Current Portfolio, which has taken it on the chin since February, has started showing signs of life.

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INFOSONICS CORPORATION & THERMA-WAVE, INC.

***We no longer follow the companies mentioned in these backdated newsletter issues. These samples of past newsletters are generated to give you an idea of what you can expect when you subscribe. Please do not use any of the information contained in the samples below as current advice. If you would like to purchase a newsletter subscription, please click here. ***

Hello Readers,

Our opinions haven’t changed much since the last Newsletter. And, even if those views seem somewhat on the bearish side, we are really not bearish. For us, the bull market is in a state of suspended animation and will stay there until we all figure cut what the impact of $50 oil will have on the economy. It is affecting GDP, interest rates, and the cost of vegetables. And did we mention gasoline, or do we need have to?

Of one thing we are pretty certain and5 that is most stocks seem grossly oversold, but for the markets to get back to bull-mode, we may need a major cataclysmic sell off. So, brace yourselves.

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OPTICAL COMMUNICATION PRODUCTS, INC. & NUANCE COMMUNICATIONS, INC.

***We no longer follow the companies mentioned in these backdated newsletter issues. These samples of past newsletters are generated to give you an idea of what you can expect when you subscribe. Please do not use any of the information contained in the samples below as current advice. If you would like to purchase a newsletter subscription, please click here. ***

Hello Readers,

Finally, oil’s price is abating but it still needs to drop under $50, and stay there, before the economy and the markets feel better, again. It’s nearing that point but, while we wait, the markets sink deeper and deeper. Since gloom and doom rule the day, don’t be surprised to see the Dow drop to sub-10,000, the NASDAQ to the low 1800’s and the Russell 2000 to around 560. Only then, when everyone has thrown in the towel, will the markets go on a major run, so says history.

And, yes, we know it has been two months since we have closed any positions in positive territory, but we are not overly worried, just yet. These droughts seem to occur once every eighteen months to two years; sort of in step with the markets.

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LOUDEYE CORPORATION & VERTICALNET, INC.

***We no longer follow the companies mentioned in these backdated newsletter issues. These samples of past newsletters are generated to give you an idea of what you can expect when you subscribe. Please do not use any of the information contained in the samples below as current advice. If you would like to purchase a newsletter subscription, please click here. ***

Hello Readers,

And so, the carnage continued during the last half of March. The Russell 2000, which hit all-time highs just a few months ago, was even on the verge of sub-600, and that can still happen. Oil, more than interest rates scares, is the Great Satan of the markets, and, until we see crude drop to under $50 and stay there for a while, things will remain pretty much the same. However, during the last week, oil did appear to be heading downward, so, maybe, just maybe…

Here are the headlines since the last Newsletter about companies in the Current Portfolio. Dates in parentheses are when we first recommended them.

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