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

To: Sergio H who wrote (1979)	5/20/2003 11:18:24 PM
From: Ken W	Read Replies (1) \| Respond to of 23958

Sergio Let's add AKS to the folio tomorrow also. I'll post the reasons later, but just as a preview...they have a ton of cash and the industry is going to go into consolidation mode with the smaller fish the target of the larger fish. The down cycle in basic materials looks to be about over with too. Perhaps EuroFrank has some links to the research also. Frank?? Ken