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

To: The Ox who wrote (334)	7/27/2000 10:24:18 AM
From: techtonicbull	Read Replies (2) \| Respond to of 906

Good point about investing only what you can afford to lose. I do not see the parallel between the capacitor manufacturers and the disc drive makers because in storage it evolved to a totally different model. Mass storage and network storage became more important than individually segmented storage. It is true that the PC disc drive became a commodity. Capacitors are "behind the scenes". They are required hardware for every IC board. So, KEM is making the "oxygen" for the hardware industry. I see a rebound occurring later today or tomorrow. The perception that wireless handhelds are the only industry needing capacitors is nuts. Look at NOK it is now down 25%. That's why KEM is being pulled down. I disagree about averaging down. I think it is appropriate here if there is money available. Are you in the financial services industry?