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To: Rajiv who wrote (108)	4/6/2000 8:21:00 PM
From: Rajiv	Read Replies (1) \| Respond to of 152

TLAB came out with an earnings warning today. In the TLAB Conference Call (Replay - 1-800-633-8284, Reservation number 14866226), the management has listed component shortages as one of the reasons for reduced gross margins. They expect the component situation to be tight for the rest of the year. The components involved are tantalum capacitors. TLAB management said they are on allocation and that they had to pay more for their tantalum capacitors. SILI's parent VSH is one of the largest producer of tantalums. This probably means that VSH's preannouncement had a good contribution from the non-SILI components of its businesses. I have been long VSH, SILI and KEM (the largest producer of tantalum capacitors) for quite some time. Rajiv