Edac Technologies (EDAC)

[littlefish]

I agree MikeS, the lack of pushing money into capacity (due to past cyclical experiences) in aero companies gives the guys that put the money out early an advantage. That was kinda my point when mentioning EDAC compared to SIF and KRSL, and why I liked EDAC best. They've been more aggressive with expansion.

But, as always, when the cycle turns it may leave them more vulnerable. There's so much backlog now though at many aero supplier companies that I don't think there'll be a major shift any time soon for the suppliers. So EDAC should be able to enjoy the upswing for awhile... Wish I hadn't gotten scared out of shares awhile back when they threw out a crappy Q. I sold a fair amount once the EDAC shares turned positive again. Starting to get same kind of feel with AYSI, starting to feel a bit of 'fear' creeping in but will NOT repeat my mistake on EDAC if AYSI's next Q is back on track. EDAC's Naz listing will help bring more exposure to earnings reports too going forward, which might also provide more catalyst for upside if numbers are good (going off southacresdave's comments of low float and bigger players wanting in). Good luck to us:)