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Technology Stocks : AVX and KEMET, two major capacitor co's -- Ignore unavailable to you. Want to Upgrade?

To: Jay King who wrote (37)2/22/1998 5:02:00 PM
From: Doug  Read Replies (1) | Respond to of 60
 
Jay: Good opening positions with 5-10% downside risk in a general sell off. However there is a risk of ASEAN countries dumping and that may lead to very tight margins here.
There are many small Companies but the 3 are dominant players and have a decent track record.



To: Jay King who wrote (37)2/26/1998 9:29:00 PM
From: Rick Purdy  Read Replies (1) | Respond to of 60
 
I think you're 21.25 for KMET is well placed money. Over the last week or so the Street has finally decided that this is indeed a good company and that the restructuring of last year will save KMET some expenses. Raw material prices have leveled off after their jump up last year, so it is easier to forecast with steadier costs.

Happy investing,
Rick


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