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Technology Stocks : KEMET Corp.

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To: Ron Harvey who wrote (842)	12/8/2000 12:52:02 PM
From: Ron Harvey	Read Replies (1) of 906

Fiddling Department: It wasn't a spread play, but AVX got hit yesterday when the other two didn't, so I picked up a few K at the end of the day at 18 1/16 (a lucky price)and bailed at 19 1/4 this morning. Earlier today I'd have tried a quick switch in my IRA between KEM and AVX if I could've done it at the same price, but the bid/ask spreads didn't quite allow it. Now the price differential between the two stocks is about 3/4. KEM, meanwhile, remains bound to the macroeconomic slowdowns and probably has most of the downside discounted in the current price. . . unless, of course, the "R" word becomes a reality.

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