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Technology Stocks : KEMET Corp.
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To: Ron Harvey who wrote (873)1/24/2001 11:46:21 AM
From: Ron Harvey  Read Replies (1) of 906
 
Closed the KEM/AVX spread trade just into the trading day. It was another good trade, but now I'm no longer sure about AVX generally commanding (on average) a small premium over KEM. KEM's cc this morning was pretty good. Moreover, Kemet is a pure capacitor play, unlike AVX or VSH, and that could well move KEM to a premium over the other two. The upshot is that I'm no longer equally willing to hold AVX or KEM. Because Kemet's my clear choice now, my spread plays are probably over unless the picture changes.
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