SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : KEMET Corp.

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jack Hartmann who wrote (471)8/5/2000 7:17:25 PM
From: Czechsinthemail   of 906
 
Jack,

Thanks for the great post. It shows pretty dramatically the growth in the sector; also that KEM has been clearly growing the fastest of the three. It would be interesting to see the companies' market caps over those periods.

Here's are a couple of items:

Phone manufacturers have had to contend with persistent
parts shortages, particularly in the areas of flash memory and other semiconductor and passive electronic components used to make the phones. In order to deal with it, manufacturers are likely to push their limited supply of parts toward the more expensive phones. Motorola in particular has been trying to push the margin of its handset business above 10%.

``It's like having a shortage of tires,'' Jodoin says. ``Do you sell them to Chevrolet or to Cadillac?''


biz.yahoo.com

Here's another that may seem familiar:

intelligentspeculator.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext