KEMET Corp. Message Board

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Technology Stocks : KEMET Corp.

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To: SJS who wrote (696)	9/30/2000 9:49:25 AM
From: techtonicbull	of 906

I am looking forward to a rebound in the price of KEM which has remained artificially low for months. We would expect the maker of capacitors to be under pressure if there was a cloud over the general technology sector. There has been such a cloud over the sector as evidenced by the 10% drop in the NASDAQ average from the start of the year (over 400 points). Also the INTC and AAPL warnings spread to KEM because it is perceived that when PC sales are being hurt there will be a ripple effect in the need for IC's. This is the point that I believe is where the losses are stock specific. I believe that the PC business is waning but business computing (Servers, workstations, network devices, storage,etc.) is absolutely not impacted by the pre-warnings of AAPL and INTC. I believe that the new generation of cell phones and the success in PDA's and hand-held e-mail devices like RIMM's Blackberry are all flourishing. So October 23rd will be the date after-which we will see significant upward momentum in the stock price of KEM.http://cnnfn.cnn.com/2000/09/29/markets/markets_newyork/

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