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Technology Stocks : AVX and KEMET, two major capacitor co's

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To: Larry L who wrote (21)7/11/1997 5:24:00 PM
From: Larry L   of 60
 
To all:
Considering Kemet's all time high of 36 was acheived a couple of years ago when they had inflated sales due to fears of a world wide shortage
might it be a good time to take profits around 31. With the overall market at such dangerously high levels and Kemet a couple of years away from reaching sales that got them up to 36 before a correction seems imminent if it makes it to 31 with earnings at their current level. On the other hand now that they are in a good solid growth pattern will there be a correction after all? What other factors might
be in play here? Any thoughts on this matter would be appreciated.
Larry
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