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

To: Ron Harvey who wrote (839)11/29/2000 10:35:15 AM
From: Don Edgerton  Read Replies (1) | Respond to of 906
 
KEM is scheduled to go into Mid 400 tomorrow. Over 400 K shares must be bought by index funds. Might give a one day shot in the arm for a point or so.

Al the time, I thought that the "slowdown" was in the stock price.

RE the cash NAV. Doesn't take into account negativee cash flow from expansion and stock buyback. Even at 50% cash to share price, its impressive. I'm surprised there have been no purchases. TYC would be a good acquirer. Accretive to earnings and fits into its electronics businesses.

Comments?



To: Ron Harvey who wrote (839)12/1/2000 3:12:10 PM
From: Ron Harvey  Read Replies (1) | Respond to of 906
 
Fiddling Department:

Re playing the KEM/VSH spread, two days ago I wrote, "I'll look for a 2 1/2 to 3 point widening before I switch back."
I guess I lied. I switched back to KEM with a two point gain. Getting lucky so soon was too hard to resist.

Re the KEM/AVX spread, there's probably money in it when AVX drops a half to 3/4 of a point below KEM. I'll be keeping an eye out for that also.


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