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Technology Stocks : KEMET Corp.
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To: techtonicbull who started this subject3/27/2002 1:25:01 PM
From: Jack Hartmann  Read Replies (2) of 906
 
VSH Vishay Intertech rating, price target upped at TWP (20.09)
Thomas Weisel upgrades to BUY from Mkt Perform and raises price target to $25 from $17, based on: 1) core businesses seem to have finally bottomed, 2) semi biz (55% of sales) is leading the recovery and is seeing sequential rev growth due to shrinking channel inventories and moderating price declines, 3) core passives biz is bottoming with unit demand rising but prices still under pressure, and 4) compelling valuation.

VSH is in same sector as KEM

Jack
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