Hello,
If it is good news for KEM, could it also be good news for VSH and AVX?
I thought they were in similar businesses, but am not sure. What about Kyocera, could it be a net beneficiary too?
Wonder if one should tip one's toes in any of these stocks, given the overall pessimism around the world economy, which has now become pervasive here, in the Far East, as well as from what I could observe on my recent trip there, Europe as well.
I agree more than rate cuts are needed to help revive the tech stocks in general, and as for dot coms, the recovery will never happen, imho. |
