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Technology Stocks : KEMET Corp.
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To: fred woodall who wrote (268)7/25/2000 4:35:26 PM
From: SJS   of 906
 
I don't think you'd get a disagreement from anyone here. Other companies hem and haw, make excuses, cover their tracks and WS forgives, and the stocks go up even after marginal earnings reports and guidance.

This company is raising prices, establishing a long-term contract posture with their customers to balance supply and demand cycles, smoked/croaked/nuked their earnings estimates even after a raise and even higher hints, and is giving trouble-free future guidance into H2.

Pass the tequila.....hold the salt. I'll take mine straight up.
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