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Technology Stocks : KEMET Corp.
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To: All Mtn Ski who wrote (362)7/29/2000 3:20:27 PM
From: Techplayer  Read Replies (2) of 906
 
Tom, I would have to agree. I hold quite a few at this point. There seems to be a disconnect between earnings and value these days. The networkers are being handed 10-30 billion dollar caps with low to no earnings, while cash cows like VSH and KEM are awarded PE's of around 6. I was happy to be short the techs and long vsh and kem this week....tp
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