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Technology Stocks : KEMET Corp.
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To: Ron Harvey who wrote (428)8/2/2000 11:43:10 AM
From: Ron Harvey  Read Replies (1) of 906
 
Clearly KEM is a sector stock which will rise or fall with the other capicitor makers as has happened in the past. As perceptions change (and I really mean perceptions of future perceptions)the sector will move from irrational fear to unsustainable euphoria, which'll be the time to get out. But where the euphoria peaks I have no idea. Offhand, I'd guess the mid-thirties at a minimum and either this month or next. (Of course, if my guesses were really good, I'd have bought at 24 instead of 27.)
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