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Strategies & Market Trends : Temp. Home of Cooperative Group-Trading

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To: 1-DAY-TRADER who wrote (523)	4/19/2000 9:57:00 PM
From: Rajiv	Read Replies (3) of 790

Long Pick - Kemet Corp. (KEM) (Today's close - 64 11/16) KEM manufactures solid tantalum and multi-layer ceramic capacitors. It is benefiting from strong demand for its products which is resulting in greater production/sales (volume -in units) at higher ASPs. The outlook for the sector is very good for at least 2 more quarters. This is a very reasonably valued stock (around 20 times forward earnings estimates). IMO the estimates for the next fiscal year (ending March 2001) are too low and will be revised upwards. KEM is scheduled to report its earnings next week. KEM's competitors VSH and AVX are trading at their 52 week highs. Outstanding # of shares - 43 million approx. Regards, Rajiv

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