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Technology Stocks : AVX and KEMET, two major capacitor co's
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To: STEVE SMITH who wrote (4)4/5/1996 2:11:00 AM
From: Philip H. Lee   of 60
 
Steve:

20 is a very good price for Kemet. But you want to keep an eye on supply. Japanese chip co's are expected to double capacity in capacitors, and they're taking aim at KMET's high-margin tantalum capacitors. Capacitors may become a commodity in a few years.
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