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Technology Stocks : KEMET Corp.

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To: techtonicbull who started this subject10/24/2000 3:01:48 PM
From: Blue Voodoo  Read Replies (1) of 906
 
compare KEM to AVX today: extremely similar prospects, same business, same growth rates going forward, but KEM has PE=10 and AVX has PE=12. Sounds like a 20% upside just for parity.

Also, AVX sold way off on its earnings announcement, then rose 30% in the 10 days following. KEM continues to follow AVX's pattern.

Also, hasn't anyone noticed that KEM's forward looking PR is ALWAYS extremely conservative? That 5 - 10% growth for the remainder of the fiscal year is a rock bottom minimum

And, most the posters here today say they're selling out, for a nice contrarian factor to.

I'm buying KEM calls today.
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