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

To: Paul Senior who wrote (735)	10/15/2000 8:42:09 PM
From: techtonicbull	Read Replies (1) \| Respond to of 906

I prefer Kemet to AVX and hold a very large position already. Why buy a company that is second best. I feel KEM is the capacitor leader. KEM is selling capacitor modules which have a higher profit margin. KEM is integrated in a B to B web process to sell capacitors. KEM is number one in tantalums which are the desired capacitors for small wireless devices. Also KEM has an active buy back program which I do not believe AVX has. Don't get me wrong, AVX's numbers are looking good. I believe that KEM will start to pop up soon. I believe that they are undervalued and are a prime takeover candidate. I believe TYC who be a great prospective acquirer of KEM. I believe the fit would work out great.