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: techtonicbull who wrote (458)	8/3/2000 6:34:48 PM
From: Czechsinthemail	Read Replies (1) \| Respond to of 906

KEM bounced back well from the early morning depths. Bit by bit, I think money is moving into the stock. Its relative strength compared with AVX and VSH suggests some may be selling AVX and VSH and shifting the money to KEM. What is strange about KEM is that the market has a hard time figuring out whether to treat it as a tech growth company or a cyclical. It has sold off along with chip stocks, semi equips and other cyclical growth companies. I think many tech investors are unwilling face the eventual end of the capacitor boom times, so they sell to be sure they aren't the last to the exit. But the word from all of the cap companies is that the party is still going strong. And yet the stock remains unbelievably cheap by virtually any value measure. It is priced to discount imminent collapse when what is more likely is continuing growth followed by a slowdown somewhere down the road. Unless the capacitor business hits a wall and comes to an abrupt halt, KEM should have a nice bounce when people realize the sky hasn't fallen yet.