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Technology Stocks : KEMET Corp.

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To: The Ox who wrote (700)10/2/2000 7:34:31 AM
From: The Ox  Read Replies (1) of 906
 
Message 14492463

Capacitor market update:
According to NECX’s Andy Broe, the overall capacitor market remains mediocre, with low ESRs still leading the way. While overall activity is still slow, many are waiting to see what the anticipated Christmas build will bring.

Pricing on A and B case codes is running typically in the $0.20-0.25/each range, with a few exceptions. D and E cases are still the hotter parts, with pricing typically running anywhere from $0.60-1.20/each depending on the capacitance and voltage ratings.

Low-ESR capacitors continue to remain the top shelf of caps, with the new T520 series appearing on a few requisitions. The T520 is an ultra-low-ESR capacitor (no measurable ESR value) that is the new cutting edge of the capacitor world. While there is no current open market activity on this product, we do expect to see it appear within four to six months.

Ceramics demand remains strong, with more requisitions appearing in the open market than there have been in the last five to six weeks. Broe expects these to remain strong through the holiday season.

Spot prices for this article were current as of Sept. 28, 2000, US East Coast time. For more complete pricing information, contact NECX, Peabody, MA. NECX is a VerticalNet Company.
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