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Technology Stocks : Kent Electronics (KNT) -- Ignore unavailable to you. Want to Upgrade?


To: Tim Luke who wrote (201)8/9/1999 7:34:00 PM
From: Prasanna L Soni  Read Replies (1) | Respond to of 300
 
Hello Tim,

I like KNT too. It should be a big benefactor of the end in the 2 yr slump in the semi's and the begining of a BIG up cycle lasting 3 to 5 yrs . AMAT is KNT's biggest customer, right?

What has puzzled me though is why is it lagging while the rest of the semi equip stocks are way way up ?? I realize it is not a pure play.

By the way, are you the same Tim Luke who is suggesting a buy out of KNT at around $28 a share on the Yahoo boards :-)

I would sincerely appreciate your response.

Prasanna