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To: Zeev Hed who wrote (17112)9/10/2000 10:40:57 PM
From: LLCF  Read Replies (1) | Respond to of 436258
 
<Take KEM, selling at less than 20 PE to last twelve months earnings >

Thanks, looks interesting. What do you think of QCOM at these prices... clearly not a giveaway, yet....

DAK



To: Zeev Hed who wrote (17112)9/10/2000 10:59:35 PM
From: Haim R. Branisteanu  Read Replies (1) | Respond to of 436258
 
Zeev, today only momentum plays get attention.

....... and as a side remark P/E of 4 or 6 are very common in bear markets ......... we are a long way from those valuations.

as to KEM if there is a prolonged slowdown in telecom wireless and PC then KEM is richly priced......... remember all is relative.

DD was at a 7 to 8 P/E and still went lower <GGG>

BWDIK
Haim



To: Zeev Hed who wrote (17112)9/11/2000 9:10:44 AM
From: Steve Yuan  Read Replies (1) | Respond to of 436258
 
Zee,

In my opinion, here is the concern for KEM business:

Its major profit driving force is Tantalum business. Enormous capacity increases is coming soon from all major players: AVX, VSH and EPC. There will be a shortage of raw materials and raw material producer is raising price. Things could get ugly.

Steve


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