Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: SJS who wrote (454)	8/3/2000 12:34:08 PM
From: techtonicbull	Read Replies (2) \| Respond to of 906

Here is the gist of an intraday research call from ML. They have no change in EPS due to the Motorola announcement. They estimate KEM's sales increase 10% in July and August will be a record month. KEM estimates that sales from handsets accounts for 20 -25 % of capacitor shipments and represents only 7%-8% of their total revenues and around only 5% of profits. Base station infrastructure equipment is much more important to KEM's profitability. So it sounds like another over-reaction based on junk news. A great buying oppotunity IMHO.