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Technology Stocks : Intel Corporation (INTC)
INTC 40.23-0.8%1:53 PM EST

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To: Jules B. Garfunkel who wrote (105448)7/18/2000 8:36:59 AM
From: Amy J  Read Replies (2) of 186894
 
Hi Jules, RE: "I'm sorry that you wrote such a long post"

No need to apologize - capacitors are important to semi investors. Too bad this doesn't get more discussion.

RE: "tantalum capacitors had a proclivity to catch on fire and that is why they were being replaced by the ceramic capacitors?"

In certain environments TCs smoke. And, in certain environments, ceramic caps smoke too. A wise engineer knows when to use one over the other.

Yes, I seem to recall a report about TCs having a bit more of a smoke party in certain environments.

RE: "sales of the tantalum capacitors were dramatically off."

But the point is: watch caps (not just TCs)

Starting about 9 months ago, the price of TCs shot up 10Xs. TCs went from being a couple of pennies to $1.00. That's more than a 10X increase in price in a few months. Material Management companies still have hotlinks to "Are You Having A Hard Time Finding Tantalum Capacitors? ... Click Here for Alternatives"

The 9 months which have passed since the shortage first ensued, is more than enough time to design TCs out and ship a new product without TCs.

RE: "Now this is not my field of expertise, but why didn't Jon know that"

We are in agreement that more information should have been mentioned, which is what I said last week (did you not see/read it?)

Regards,
Amy J
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