Very interesting maneuver by KTCC...picks up a manufacturing service it does not have, and a facility in its backyard to provide that service, all at a price immediately accretive to earnings. I was thinking about substantially unwinding my position with KTCC, but this gives me second thoughts. The type of maneuvering we're seeing from KTCC is reminscent of DXPE as it started its march. In the VC world, the mantra is always bet on the jockey, not the horse. Seems like Gates and company are the right jockeys to back, IMO.