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Technology Stocks : KEMET Corp.
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To: SJS who wrote (763)10/24/2000 8:40:51 AM
From: techtonicbull  Read Replies (1) of 906
 
SJS: I just heard Jerry Labowitz, the ML analyst report. He said that KEM had improved margins going to 41.9% from 38.4%.

He said that KEM has "pass through" clauses in all contracts to pass through costs of the the increase in tantalum powder (up 60%). He is increasing eps for 2001 to $4.20 and $4.75 for 2002.
Joe emphasized that the company has $245 million in cash reserves.

Bottom line: He believes the shorts are going to get their "heads handed to them".

So do I.
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