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

To: SJS who wrote (323)	7/26/2000 3:10:27 PM
From: Labrador	Read Replies (2) \| Respond to of 906

>>... Raising FY 01 EPS est. to $3.78 from $3.10... At 8X our cal. '01 est. of $3.88, with 18% L-T growth, shares attractive. << With a current price around $26, I see 6.7X 2001 earnings. Guess it doesn't matter, since people aren't buying [although i bought today at $25.25 :-) ]

To: SJS who wrote (323)	7/26/2000 8:45:36 PM
From: Czechsinthemail	Respond to of 906

Although strong pricing cannot last forever, given commodity aspects of capacitors, we think shortage will last into mid-2001... Raising FY 01 EPS est. to $3.78 from $3.10... At 8X our cal. '01 est. of $3.88, with 18% L-T growth, shares attractive. /T.Smith CFA I think this report highlights the fear of those selling KEM -- that the industry has peaked. Essentially, the report predicts flat earnings going forward. The FY01 is basically 4x the most recent $0.90. The calendar year 2001 is only 10 cents higher than the FY01 projection. Most of those who have jumped into KEM and the other capacitor companies have done so anticipating big growth. While I'm betting that these projections prove to be way low, the fear that this will be the future has depressed the cap companies.