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Technology Stocks : KEMET Corp.

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To: techtonicbull who started this subject	8/5/2000 1:46:01 PM
From: Jack Hartmann	Read Replies (2) of 906

Sector numbers as a whole Revenues in millions 6/99 9/99 12/99 3/00 6/00 KEM 162.6 186.2 215.1 258.1 329.2 AVX 343.2 371.5 416.4 499.2 602.4 VSH 425.3 443.7 468.0 538.9 612.8 Net income in millions 6/99 9/99 12/99 3/00 6/00 KEM 4.7 9.2 18.2 38.0 80.2 AVX 17.4 26.1 42.5 70.8 120.4 VSH 20.2 25.7 36.5 74.3 131.9 EPS 6/99 9/99 12/99 3/00 6/00 KEM .06 .12 .23 .45 .90 AVX .10 .15 .24 .40 .68 VSH .16 .20 .28 .56 .96 All three have huge backlogs and are the only three western suppliers of capacitor components. All three charts show some uptrending in last few days. A bottom, I hope. The net income numbers are staggering compared to year ago period. It is tough not to buy more in sector as it is a tornado. Jack

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