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 (877)	1/29/2001 12:58:43 PM
From: Ron Harvey	Read Replies (1) \| Respond to of 906

I don't quite understand your question. I think my prior message indicated how I was just following the trading pattern as opposed to using a financial rationale. When the usual pattern got out of whack, I took advantage of that. So I was making a purely technical play (meaning non-fundamental) without TA's arcane nomenclature or chartist esoterica. But now I think that KEM's superior earnings picture (in the broader market context of earnings gradually taking on more importance), their sound financial position, their being the pure play in capacitors, their ROE, and their cash flow make Kemet (for the time being anyway) the stock that'll likely command a premium to VSH or AVX. So the spread play, which meant my always returning to KEM, can't work the way I'd been playing it. But I did have one helluva streak for a few months, and that includes missing some opportunities because I wasn't at the computer at the time.