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Technology Stocks : KEMET Corp. -- Ignore unavailable to you. Want to Upgrade?


To: SJS who wrote (302)7/26/2000 11:49:18 AM
From: drsvelte  Read Replies (1) | Respond to of 906
 
Plus, its not good to get the stock market confused with the real world!

I've been trying to paste DLJ's analyst comments on KEM, but my clipboard must be on the fritz. In a nutshell, capacitor demand outstripping supply - should continue into 2001. KEM has good pricing power - raising prices 10% in July. Increasing EPS estimates for FY00 for $3.18 to $3.75. Also for FY01. Reitierate BUY with target price $60.



To: SJS who wrote (302)7/26/2000 12:33:18 PM
From: techtonicbull  Respond to of 906
 
Lately it has operated in the "Twilight Zone" for sure, however, the stock price of a company depends ultimately on earnings and earnings momentum. There is a cloud over the sector now, however, when this cloud lifts, there will be a return to a stock price that is reasonable. I wouldn't want to be on the short end of KEM when this occurs.