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Internet Infrastructure Report
July 12, 2004

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CEO INTERVIEWS
Interview with the CEO: Sterling Infrastructure, Inc. (NASDAQ:STRL)
Interview with the CEO: Accsys Technologies PLC (OTCMKTS:ACSYF)
Interview with the CEO and the CFO: SenesTech Inc. (NASDAQ:SNES)
SECTOR ROUNDTABLES
Natural Gas Weighs Heavy On E&P Near-Term Prospects
Roundtable Forum:optimism Despite Uncertainty In For-profit Education
Roundtable Forum:a Shift In Focus To Natural Gas From Oil
MONEY MANAGER INTERVIEWS
Value Manager Sees Opportunity When the Market Gets It Wrong
Renewables Space Hitting Positive Inflection Points
Responsible Bond Strategy Has Overweight in Renewables Sector
ANALYST INTERVIEWS
Lumber Producer West Fraser Is Top Pick in Building Products Sector
Analyst Names Four Favorite Basic Materials Stocks
Election Results Unlikely to Impact Infrastructure Spending
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