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Technology Stocks : AVX and KEMET, two major capacitor co's
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To: Ron who wrote (18)7/9/1997 5:14:00 PM
From: Thomas C. White   of 60
 
Nice to hear something positive. I've had KMET in my portfolio so long it's grown whiskers. I have been thinking about selling it on and off the last several months once the word came out that tarrifs were going to be reduced on imports of capacitors.

On the other hand, given the estimates on semiconductor market going forward, I can't imagine that Kemet and Vishay and others will do badly. There is still no easy way to deal with the capacitor issue on motherboards, cell/PCS phones etc. They can't be ASIC'd and even with lower prices from foreign suppliers the market should be able to soak up production pretty well.

Now, if Vishay would just try to buy Kemet again...
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