SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : AVX and KEMET, two major capacitor co's
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Philip H. Lee3/31/1996 12:40:00 AM
   of 60
 
Dear Ignacio:

Merrill has been recommeding it for quite a while. They've even reiterated their recommendation a couple of times recently. However, I'm skeptical of Kemet. They have one big problem - oversupply. The capacitor industry is set to double capacity this year. The big Japanese makers are aggressively increasing supply. And we know what happens when supply increases (e.g., SRAM and DRAM stocks). Demand growth is fine - the problem with chip stocks rarely is demand.

You can find an article on capacitor supply by searching for Kemet using CMP News Search. (Click on "News" from SI's main menu).
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News