Kent Electronics (KNT) Message Board

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Technology Stocks : Kent Electronics (KNT)

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To: Scott D. who wrote (64)	2/23/1998 7:24:00 PM
From: jeffbas	Read Replies (1) of 300

KNT is probably unique. I believe they attributed the results to poor performance of their contract mfg subsidiary. I think that sub has an historical focus on production for the semi-equipment market, which would explain the continued poor results. I do not own it, but the issue for me is how many times does this company burn investors before there are no buyers at $20 and the stock goes to $15. Basically, if its non-distribution businesses are lousy, I can't see why it should get a premium multiple to ARW or AVT or the other sizeable ones.

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