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 162.77

+2.6%

3:59 PM EST

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To: Gottfried who wrote (9522)	3/12/2001 10:48:45 PM
From: Jerome	Read Replies (2) of 10921

Two companies that will be early benefactors or any recovery, no matter what shape it takes are KEMET and Vishay. These are the two primary capacitator suppliers to the tech industry. So if its telecom, computers, or hand held devices the capacitators sold by these companies will be used. Any demand pickup will be noticed here first. cnbc.com Interesting that both companies have strong earnings and are still projecting top line growth this year and next. Jerome Note I'm long some KEM and some VSH, being partial to companies with strong earnings.

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