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Strategies & Market Trends : Steve's Channelling Thread

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To: Zeev Hed who wrote (5310)	9/20/2000 6:31:52 PM
From: Paul Moerman	Read Replies (1) of 30051

Zeev, you've mentioned KEM several times, and I presume you are well aware of two other major players in that business: VSH and AVX. I was wondering what led you especially to KEM over the other two? IMO, fundamentals favor AVX and I therefore dipped my toe in the water on that one today at last. I've owned VSH in the past as well. Am well aware of KEM and like it too, just not as much. BTW, I'm also in SNDK and have been trading QLGC with some frequency. I continue to doubt the prices you claim to buy and sell at, however! ;-) <g> Paul

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