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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Zeev Hed who wrote (17112)9/11/2000 9:10:44 AM
From: Steve Yuan  Read Replies (1) of 436258
 
Zee,

In my opinion, here is the concern for KEM business:

Its major profit driving force is Tantalum business. Enormous capacity increases is coming soon from all major players: AVX, VSH and EPC. There will be a shortage of raw materials and raw material producer is raising price. Things could get ugly.

Steve
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