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Gold/Mining/Energy : KASTEN CHASE APPLIED RESEARCH. -- Ignore unavailable to you. Want to Upgrade?

To: upultra who wrote (718)	4/25/1999 4:35:00 PM
From: Ruby	Respond to of 1247

I know that the 1st qter is not great. They will likely do about 7-8 million in revenue but will lose money. !st qter is usually weaker but this year many things do not kick in until 3rd and 4th qter like train communication, secure remote access and Versapath which is new. The NYCT announcement of the leader is made Oct. 1999. The leader gets 100-150 million U.S. over 5 years and the 2 followers get about 3 million right away. Kasten will get a piece of all 3...unclear the % but in the past the estimate by others was 20%. This revenue becomes important in 4th qter however you can be sure that this announcement will make headlines including Wall Street Journal etc. When the American investor is made to realize that Kasten is a key beneficiary and may set the standard for NA train communication technology, the price of the stock will soar. At a time of the year when Kasten normally lost ground in addition because of tax loss selling, this year will will finally see the opposite phenomenon. My bet is that the stock really picks up steam in July...or earlier if U.S. Reuter's signs on with Versapath or some other major company connects with this product.