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Technology Stocks : KEMET Corp.
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To: techtonicbull who wrote (484)8/10/2000 2:18:34 AM
From: Rarebird  Read Replies (2) of 906
 
The issue here is that additional capacity is coming on line by June 2001, where supply is expected to meet demand. This is why the stock is under pressure.

How is this additional capacity expected to affect KEM's earnings growth, margins, and revenues?

It is very nice to hear the CEO praise his company on Radio Wall Street while he has just sold a half a Million shares over the past few months. If business is so great moving forward, why did he sell so many shares?

Perhaps there is someone on this thread who thinks beyond a short term 3 or 4 point rally in one direction or the other, who can answer these questions as to the effect of the additional capacity coming on line in regard to KEM's core business.

What kind of growth, margins and revenues is KEM realistically looking at past June 2001? 2002? 2003?

PS The history of KEM is that it has operated in a very cyclical, boom/bust cycle. Why is it different this time?
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