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Technology Stocks : KEMET Corp.
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To: Ron Harvey who wrote (781)11/1/2000 12:10:01 PM
From: Czechsinthemail  Read Replies (2) of 906
 
Ron,

I agree that KEM's fundamentals are the big story; however, KEM's recent earnings announcement was a fiasco. The forward guidance they gave in their earnings announcement was obscure, and they did not offer a conference call that might have helped clarify things.

I don't think the company has to do PR above and beyond the call of duty, but I think their failure to meet the call of duty has penalized the stock price by creating a greater fear and uncertainty discount.
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