KEMET Corp. Message Board

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Technology Stocks : KEMET Corp.

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To: techtonicbull who wrote (200)	7/21/2000 1:26:53 PM
From: SJS	Read Replies (1) of 906

Tech, I don't. I know so many people buying this stock based on all they've read, compelling valuation, etc. All I keep hearing about is shortages for parts that are making some companies unable to build and sell their products... I read a Major house morning report there was a report circulating from the 'Strategis Group' which was issued yesterday. Maybe that offers some explanation. They cited the peak in Subscriber growth in the wireless mkt will be during 2000 - so maybe expectations do not get better than this. There is a lot of conflicting data. The semi B2B was just slightly lower in June than May (1.26 vs 1.30), but that doesn't worry me too much. We'll need more than earnings to hold us up. The CC must be absolutely perfect.

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