It's a space that I think is going to be huge. Although there have been other companies out there trying to do this, Stamps.com is the first one to figure out how to download (postage) without any hardware, and that could give them a big first-mover advantage.

We believe we should be less concerned with picking the bottom of the market and begin to accumulate those stocks whose fundamentals appear to be improving.

The Internet has been a rapid roller coaster, ... I'm not surprised.

Brick-and-mortar retailers will be too slow to respond to the online threat effectively.

We expect a second-half rally driven primarily by consumers moving up to a considerably higher level of spending online across multiple retail categories with real money flowing across the Web.

Basically protecting people from themselves.

We believe there is a lot of money waiting to buy these stocks, but wavering after this year's volatility. As summer ends, we believe its time to buy a broader list of stocks.

In the last three months, there have been some huge price moves on some of these stocks, ... There's been an explosive performance.

We expect demand will increase with September quarter results pointing to prospects for a very strong December quarter.