Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Robert Salasidis who wrote (95215)	1/6/2000 5:12:00 PM
From: Gerald Walls	Read Replies (1) \| Respond to of 186894

Look at any piece of high frequency digital electronics, those little surface mount tantalum caps are all over the place - an existing design can't be manufactured without them. Who makes them? I've seen a company or two mentioned in Investors Business Daily in the past but I don't remember which ones they are...

To: Robert Salasidis who wrote (95215)	1/6/2000 5:13:00 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Robert, Just kidding about Intel being the cause of the Lucent warning. But you have peaked my interest, what other manufacturers/industries could be affected by a shortage of ESR tantalum caps? Later in the year, these shortages may be good for earnings for the electronics companies, as they should stabilize prices. Case in point is that AMD is charging only $5 less than Intel for their 800MHz processor. Not their standard practice. John

To: Robert Salasidis who wrote (95215)	1/7/2000 7:31:00 AM
From: Amy J	Respond to of 186894

Edit: deleted. I sent PM instead.