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July 29, 2004
Technology, Healthcare & Financial

Technology
Semiconductors
Staktek Holdings Inc. (STAK-NASD)
“We look at our company as the leading supplier of intellectual property and services for miniaturizing memory components. We want to continue our leadership position in this area and, at the same time, expand our products and intellectual property for miniaturizing other widely used components including the complete system. For example, modules: the module market is diverse and large, and we think there are opportunities certainly in aerospace but also in automotive, medical, and commercial modules where our stacking technology could be deployed.” - James Cady

Technology
Entertainment Media
IA Global, Inc. (IAO-AMEX)
“The reason we acquired the core technology from QuikCAT, was so that we could get more access to the larger American market and also the technology could then be deployed worldwide. We have only just completed the acquisition of the core technology so we are still developing our network and we are working with some partners on a worldwide basis to expand the reach of the QuikCAT technology. We do not want it to be just in one area of the world.” - Alan Margerion

Healthcare
Biotechnology and Drugs
Exact Sciences Corporation (EXAS-NASD)
“PreGen-Plus is a test for the early detection of colon cancer and it uses a stool sample from a patient. We isolate human DNA from the stool sample and look for specific mutations and markers that have been associated with colon cancer; if the test is positive, the physician refers the patient to a colonoscopy. If the specimen is negative, the patient should be screened on a regular basis for the rest of his or her life; you usually start screening for colon cancer at age fifty and above. Because it is a DNA based test, it is much different than the other tests that have been historically used for colon cancer screening, which are normally blood tests that are indirect measures for cancer. We are looking for changes in the DNA that are indicative of cancer.” - Don Hardison

Financial
Bank
Wilshire Financial Services Group Inc. (WFSG-NASD)
“In April (2004), the Company sold its specialty servicing subsidiary to Merrill Lynch.  That was a $50 million deal, which closed on the April 30, 2004. This means that the Company has one main operating subsidiary, First Bank of Beverly Hills. Because of that, we are going to propose a name change for the holding company so it more closely links to the Bank; The name change will be Beverly Hills Bancorp, a unitary holding company, and a $1.2 billion bank as its major operating subsidiary.” - Joseph W. Kiley III

Financial
Regional Banks
The Wilber Corporation (GIW-AMEX)
“We continue to look at expanding our physical base. In March, we converted a loan production office in Binghamton New York to a full service branch and in April, we opened another loan production office in Kingston New York, which is about 100 miles to the east. We like the model of the loan production office where we can find a good quality lender that is familiar with a particular market, hire him or her and see if we can bring our brand of banking into that market. If we are as successful as we were in the Binghamton area, then we will expand into a full-service office. It is a conservative way to grow because it doesn’t’ cost very much to open a loan production office. If it isn’t successful, although we haven’t had one that hasn’t been, you can shut it down and move on. If you are successful, you move on and create a larger presence. At the same time we have been doing that, we have been active in purchasing branches.” - Alfred S. Whittet

Financial
Regional Banks
Capital Bank Corporation (North Carolina) (CBKN-NSDQ)
“I think we have one of the best franchises in the Southeast. We have excellent bankers in our markets, and they’re all taking care of customers… We have a management team that is diverse in talent and is strongly committed to the long term success of the bank and to a good return for our shareholders.” - B. Grant Yarber

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