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

To: - with a K who wrote (4565)	2/14/2004 2:32:04 AM
From: Cary C	Read Replies (1) \| Respond to of 23958

Sergio likes KTEC and has told me on a couple of occasions that I should buy it. It is still a little early for me because it isn't 3 or 4 points higher than where he told me to buy it. When I first looked at it I was concerned about the declining revenue performance over the last three quarters. Going back over the last few years, it appears that this has been a normal cycle for KTEC with the make or break quarter being the third quarter research.businessweek.com The only thing that seemed strange to me when reading your recap was " we feel good about the short term." I thought that was odd but was probably just me.