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

To: Ron Harvey who wrote (428)	8/1/2000 9:12:40 PM
From: Paul Senior	Read Replies (1) \| Respond to of 906

Ron Harvey. Aren't they two different things? Futures contracts with commodities have a public market where the the contract can be exchanged during its life. Both buyer and seller can hedge their positions and or take advantage of changing circumstances. I believe -- but I don't know, so if someone here does know, and I am wrong please correct my erroneous statements -- that there's a fairly standard way of writing contracts for the sale of electronic component parts between buyer and seller where the buyer wishes to protect himself/herself from future shortage of an item that is in temporary shortage. I say temporary, because in the deals I've seen (from the buyer's perspective), the seller alluded, postulated, or advised that the shortage might not go away so readily, while from my company's position we informed and advised the seller that the shortages always did go away and that given our clout, it was to the seller's interest to consider the long range implications of continuing to do business with our large, well-established, well-entrenched multi-faceted business. Sometimes with vendors, this helped us. Sometimes with vendors such as Intel where we took only a small amount of product-- they laughed (I was told).

To: Ron Harvey who wrote (428)	8/2/2000 11:43:10 AM
From: Ron Harvey	Read Replies (1) \| Respond to of 906

Clearly KEM is a sector stock which will rise or fall with the other capicitor makers as has happened in the past. As perceptions change (and I really mean perceptions of future perceptions)the sector will move from irrational fear to unsustainable euphoria, which'll be the time to get out. But where the euphoria peaks I have no idea. Offhand, I'd guess the mid-thirties at a minimum and either this month or next. (Of course, if my guesses were really good, I'd have bought at 24 instead of 27.)