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Strategies & Market Trends : YEEHAW CANDIDATES -- Ignore unavailable to you. Want to Upgrade?

To: Ken W who wrote (1453)	3/4/2003 8:57:20 PM
From: Sergio H	Read Replies (1) \| Respond to of 23958

Ken, thanks for your refresher on DFIB. I agree with you on CVAS. Looks good for a little more upside. I'll post something on ELNK soon. I like their succes in establishing a niche, their growing customer base, the increasing earnings and their new product introduction. I've been reading up on AIQ in light of this thread's interest. I like the prospects of a quick bounce from today's sell-off - the shorts are likely to take profit, but I see no reason to hold this one. Perhaps Joe will turn up something worthwhile from the CC. I have not done a cash flow analyses but I'm willing to go with the reported numbers. Assuming AIQ is generating free cash flow, its liabilities still exceed their assets. This is a difficult equation for most companies. For those interested, a little background. AIQ was bought out by KKR in 1999: kkr.com KKR is a leveraged buyout firm that became almost a household name in the 80s. A good article on KKR's history and more recent activity: Message 16075675 KKR brought a repackaged AIQ to market in July 2001 at $13/share: alert-ipo.com KKR remains AIQ's largest (and eager to sell) shareholder. For kickers, an article in the Boston Globe regarding AIQ's marketing strategy: boston.bizjournals.com Time for another trip...D.C. calling.