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Technology Stocks : KEMET Corp.

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To: Ron Harvey who wrote (611)9/6/2000 11:54:40 AM
From: Ron Harvey  Read Replies (1) of 906
 
In response to the e-mail request that I post my reply:

1.Of course I know who I spoke to at Kemet, but I'll make up stories about alien abduction before I post a company officer's name on a message board. If I have a helpful information source, I won't close it off by subjecting the guy to potential public comment and/or phone calls from, possibly, odd people. And I don't respond to name callers. I just remember what Eric Hoffer wrote in The True Believer: "Rudeness is the weak man's imitation of strength."

2. Even though KEM happens to be my choice over VSH and AVX, I'd guess that except for short-term fluctuations they'll move together with none of the three breaking away.

3. A price forecast for KEM? I have no better idea than any of the various guessers. And whenever I pluck some number from my imagination I'm usually wrong, although I believe that KEM will generally rise with the SOX index or if perceptions of growth in use of electronic devices becomes more bullish.

4. OT - You're right. I did sell some of my PPDI to buy more KEM, but not because I disfavor Pharma. Prod. Just wanted more KEM.
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