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 (764)	10/24/2000 10:01:25 AM
From: Czechsinthemail	Read Replies (4) \| Respond to of 906

KEM is trading down in early going. Some ambiguity around their revenue forecasts seems to be eliciting sell first, ask questions later responses. The market hates uncertainty, and many are simply not ready to accept a slower growth rate going forward. I think that slowing is inevitable, but it is unfortunate that KEM doesn't host a conference call that could clear things up. My sense is that they are capacity constrained and the guidance going forward is very conservative. But the market is discounting the stock today.