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

To: - with a K who wrote (4577)	2/18/2004 8:31:15 PM
From: Cary C	Read Replies (2) \| Respond to of 23958

Sorry for the delay in getting back to you. Thank you for the additional information on KTEC. I am much more interested in it than I was. I believe my interpretation and yours are the same. A lot of the time, short term expectations are already built into the stock. I would have prefferred a rosier projection for down the road business. However,that may not be his style. I wasn't able to verify the numbers regarding the debt reduction. According to the lazy version, research.businessweek.com and the cash flow has improved nicely. If it can trade at 17X like Provident Equity Research anticipates that gives it a year end price of $24.31. Do you have any thoughts on the announcement of the new chief for BEL biz.yahoo.com Personally I have not heard of him but he appears to come with nice credentials. I do like the fact that Bennett will actively be involved in growth opportunities for the company. As far as not knowing Sergio, thats not necessarily a bad thing <gg> Just kidding Sergio. Cary