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

To: Ron Harvey who wrote (511)	8/12/2000 5:09:34 PM
From: SJS	Read Replies (1) \| Respond to of 906

PC World Magazine, Sept 2000 issue. Page 72. "Buy now or cry later: Shortages Loom for hot products". What's hard to get: The inside scoop (Table at bottom of page) 1) Capacitors 2) Palm PDAs 3) Flash memory 4) notebood TFT displays pcworld.com See table on next page of article. Doesn't mention KEM, but it does mention KEM's products. Steve

To: Ron Harvey who wrote (511)	8/13/2000 12:46:33 AM
From: techtonicbull	Respond to of 906

Ron this is excellent news which if found out by the large money managers and GARP players will cause a momentum play in KEM. It has been a curious lack of commitment in KEM due to so very real fears that capacity slowdown due to a business environment with hostile credit rates will hamper growth. Or even worse, cause KEM to over-spend on expansion and then get caught "flat footed" with the demand drying up. As you and I know this will not be happening. What's even more assuring is analysts, like Jerry Labowitz of Merrill Lynch, have pronounced these fears as "poppycock". Jerry has pounded the table that this is a great buying opportunity. As you know he has placed a 12 month price objective of $62.50 per share. Jerry has said that in his opinion this share price is conservative. If we get the green light from the FED on Tuesday, August 22, 2000, I believe that we will see significant price appreciation. Frankly, I have been puzzled at the lack of interest in KEM over June and July. As you know, for two months the stock has stagnated and been sold off despite phenomenal news reports. With a little luck, the FED will be through raising interest rates and we will get only a slight moderation in business output. Knowing what I know and reading your excellent link, I believe that the downside risk is nil, and the upside potential is great. I am off tomorrow for my week cruise. I will take a vacation from the market. I wish you and all the other KEM longs good luck. Cheers!!

To: Ron Harvey who wrote (511)	8/15/2000 8:02:47 AM
From: techtonicbull	Respond to of 906

I hope to see an increase in KEM's stock price today relative to the MOT/ATT announcement. I am currently on a ship in Haiti, and am following developments of the market in my "CyberCabin". It appears that the "ice" is about to thaw, with the NASDAQ and DOW looking a bit perkier. There have been a lot of losses by a good number of investors during the first half of this year. I believe that the FED is done raising rates.