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Strategies & Market Trends : Temp. Home of Cooperative Group-Trading -- Ignore unavailable to you. Want to Upgrade?

To: Rajiv who wrote (524)	4/19/2000 10:54:00 PM
From: 1-DAY-TRADER	Read Replies (2) \| Respond to of 790

Thx Rajiv, I Like the Fundamentals on KEM are solid,especially its Debt/Equity Ratio (I think it is reasonable at 0.3) What do you think of MWAV as a long ?? I picked up some the other day ( Thanx to Tom Hua) at 4 1/2 and still riding it :) Also, what do you think of PAIR, PXCM and SIAL as 1-Day-trading shorts in this market conditions ... they got my attention due to their trading pumping pattern, and esp. PAIR is about to be shook if the nasdaq heads south a little :)

To: Rajiv who wrote (524)	4/24/2000 4:24:00 PM
From: Rajiv	Read Replies (1) \| Respond to of 790

KEM's earnings report - kemet.com <eom> Regards, Rajiv

To: Rajiv who wrote (524)	4/27/2000 9:42:00 PM
From: Rajiv	Read Replies (1) \| Respond to of 790

KEM update - KEM's analysts have revised their estimates upwards from around $3.00 to around $3.60 (forward 12 months - year ending March, 2001). I consider them to be too low and am confident that they will be revised upwards again in the coming months. KEM is now trading at slightly less than 20 times consensus estimates and less than 16 times my own estimates ($4.50/shr). There continues to be shortages in KEM's field - tantalums and multi-layer ceramic capacitors. These shortages are real and not short-term. A quote from the CEO - "If we were to try to satisfy all the perceived demand out there today, we and all our competitors would need to double our capacities which, of course, is not possible in the short term". The CEO of AVX (a competitor) has made an almost identical comment. VSH (the other major competitor) has confirmed that its tantalums and MLCCs lines are on allocation. I continue to be very bullish on KEM (6-9 month timeframe). Regards, Rajiv