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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Grommit who wrote (12027)	2/14/2001 9:44:12 PM
From: KevRupert	Respond to of 78516

KEM-Marty Whitman loves the stock -- per recent interviews. The cyclicality of the earnings (over recent years) leaves doubt upon earnings visibility (albeit management is confident of $3 plus eps for 2001). I personally feel that KEM has to be a key consideration by VSH for an acquisition - based upon VSH's needs and stated desire to acquire. I am debating on what catalysts will move KEM. Value Line reports an anticipated 10-15% drop in margins -- but also indicates the stock as one of the most promising overall return stocks. The next quarter or two will be difficult, but the balance sheet, earnings (based upon worst case estimates), and management appear to be very positive.