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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Logain Ablar who wrote (3984)	8/2/2000 4:42:45 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 30051

Tim, I cannot disagree with you. As for KEM, everyone had the chance to get in at $23.75, when I spotted it first (it even went a little lower), I hope you did not have to pay $26. In any event, even KEM will go if we breach support, I will just reenter it under $20. I like the idea of $3.80 or so in earnings in 2001 (1st call has $3.29 for 2001 and $4.00 for 2001, last Q was $.90), and this does not including a large expansion they are undertaking. Of course, prices can soften as they often do in DRAM and flash, and that fear might explain the current low price. Zeev