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Technology Stocks : KEMET Corp.
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To: All Mtn Ski who wrote (384)7/31/2000 10:35:20 AM
From: techtonicbull   of 906
 
Tom: I agree that the company is smart enough to know how to side step the problems that they were in with regard to the double ordering and cyclicality to a point. There are fundamentals of this capacitor business that are just impossible to side step. The economic cycles, for example play into KEM's bottom line big time.

I think that the fever has broken, and will will have a break out from the doldrums we have been in.

Cheers
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