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Technology Stocks : KEMET Corp.
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To: Jack Hartmann who wrote (496)8/10/2000 11:54:15 AM
From: Rarebird  Read Replies (1) of 906
 
Thanks, Jack. Your posts are clearly very well thought out in terms of the fundamentals here.

The tough part here is trying to figure out if the up part of the cycle has already peaked for KEM or is close to peaking. The stock market is a discounting mechanism, as your well aware, and appears to be saying that the up part of the cycle is now clearly visible for KEM.

The best time to buy stocks like KEM is when no one wants to buy it, at the low point in the cycle.

"Soft landing" is essential for KEM to sustain a rally IMHO.
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