SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : KEMET Corp.
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Czechsinthemail who wrote (795)11/3/2000 2:42:51 PM
From: Ron Harvey  Read Replies (1) of 906
 
I think that VSH's earnings, margins, growth, diversity, etc. lends the company better fundamentals vis a vis KEM, so it'll probably sell at a three to six point premium to KEM. (I'm still kicking myself for not having sold KEM -on Oct. 25, I believe - when it was 25 1/4 and VSH actually dropped to 24 3/4 at the same time. But I was out of town at a pay phone and was lazy and stupid.) I'm opinionless re AVX.

Fiddling Dept.: As I write this, KEM is 27 at 27 1/8, but the volume isn't convincing enough to embolden me to try another quick trade.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News