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Technology Stocks : John, Mike & Tom's Wild World of Stocks
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To: Logain Ablar who wrote (1640)8/2/2000 9:18:24 AM
From: wlheatmoon  Read Replies (1) of 2850
 
Tim,

something just doesn't jive for me.

KEM had great earnings report and is down 25% or so from the report. they make the components and they can't supply them fast enough.

companies reporting components shortage are hurting their earnings.

seem to me companies like KEM should do VERY WELL, but KEM is trading like poop. is there something else going on that i am missing? it's like one of the thing we say in my field...do i know just enough to be dangerous?

is KEM just getting pounded with the overall market and the market doesn't understand?

there were quite a few august 30 puts bought before the earnings report. they've made out quite well.

i want some KEM, but i'm confused.

another one in similar vein is WSTL. did you get out or did you add? i'm thinking of buying some WSTL and KEM. heck, they can't produce fast enough for their customers. a good problem to have.

since i'm babbling, SSTI seems to fit that bill as well.

thanks for listening and your thoughts.

mike
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