AVX and KEMET, two major capacitor co's

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Technology Stocks
AVX and KEMET, two major capacitor co's

An SI Board Since March 1996

Posts	SubjectMarks	Bans	Symbol
60	4	0	KMET

Emcee: Philip H. Lee	Type: Unmoderated

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Anyone have thoughts on these two capacitor makers?
Kemet is a pure capacitor play while AVX gets the majority of its profits from capacitors. I think both stocks look oversold now. AVX is a $1.7 billion company while Kemet's mkt cap is about $750 million. I believe AVX is a solid company to hold. During the day, it hit a new low at 21, but closed at at 22 1/8.

Any comments? Let us know what you think.

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
60	Interesting article on AVX, KEM and VSH: moneycentral.msn.com	Czechsinthemail	-	6/30/2000
59	from a Yahoo post: "As for other info, Bear Stearns came out with a note	Czechsinthemail	-	6/27/2000
58	from Merrill Lynch: ..."we reiterate our Buy ratings on passive component	Czechsinthemail	-	6/27/2000
57	Has AVX preannounced earnings? Both KEM and VSH have preannounced great foreca	Labrador	-	6/16/2000
56	kem has taken it on the chin	techtonicbull	-	6/15/2000
55	Are you still with AMK? What about KEM, VSH and SILI?	Labrador	-	5/19/2000
54	Another tantalum capacitor maker is AMK American Technical Ceramics Subject 32	RRICH4	-	12/16/1999
53	You were right but didn't take 18 months. Everyone needs tantalum capacitor	rich evans	-	12/15/1999
52	Fred, ML upgraded from Neutral to Accumulate on 2/9 and then upgraded again in	Bob Kim	-	9/14/1999
51	OOps, Bob, missed that--what was their rating in February?	voodooist	-	9/14/1999
50	Fred, ML went positive on AVX and KMET in February at around $14 and $10, respe	Bob Kim	-	9/14/1999
49	Jay, isn't it a shame that the big brains at Merrill didn't like KMET a	voodooist	-	9/14/1999
48	Kemet gets some good press...stock reacts well... cbs.marketwatch.com	Jay King	-	9/9/1999
47	The Three Biggies... U.S. based components guys...AVX, KMET and VSH are kicking	Jay King	-	7/17/1999
46	Thanks - I know what you mean. Good Investing. Terry	Terry Maynard	-	7/15/1998
45	Terry, I don't know the current outlook, and I'm kinda afraid to ask! I	Jay King	-	7/15/1998
44	What is the current outlook for KMET and AVX? At these levels they look very un	Terry Maynard	-	7/12/1998
43	Rick, I think your prediction ($41 in 18 months) is fair. I will not sell for l	Jay King	-	3/3/1998
42	I am looking for $41 in 18 months based on my estimate of the company earning $	Rick Purdy	-	3/3/1998
41	Rich, Thanks, I feel good about getting into KMET. What are your longterm out	Jay King	-	3/3/1998
40	I think you're 21.25 for KMET is well placed money. Over the last week or	Rick Purdy	-	2/26/1998
39	Don't forget that AVX and VSH also have manufacturing plants in some Asian	Bigpoppabass	-	2/22/1998
38	Jay: Good opening positions with 5-10% downside risk in a general sell off. How	Doug	-	2/22/1998
37	Doug, of course I did not hit the short-term lows (who does?) I think I got a g	Jay King	-	2/22/1998
36	Thx Jay: At what price level did you pick them up.?	Doug	-	2/19/1998

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