Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 160.52

-4.9%

Dec 12 9:30 AM EST

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To: Proud_Infidel who wrote (9379)	1/22/2001 8:05:30 AM
From: Jerome	of 10921

oversupply of tantalum capacitors ...interesting that you should bring this up at this time. Kemet (KEM) a supplier of Tantalum capacitators reports earnings today after the close. Expected earnings are over a dollar a share with the stock priced at $21.00. Conference call is tomorrow morning. They recently bought an interest in an Australian gold mine to assure themselves a future supply of Tantalum.The issue of oversupply/undersupply of capacitors will be much clearer tomorrow. Jerome note: I'm long some Kemet and may add more today.

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