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To: wlheatmoon who wrote (13639)7/20/2000 9:57:52 AM
From: SJS  Read Replies (2) | Respond to of 14427
 
Capacitors. Tatalum and ceramic. There are some very excellent writeup in the KEM thread from Baird and Jack, as well as some I've found and from Techtonicbull.

There PE is low, they have already announced a 50% earnings upside, and then a few days ago, announced that that was again too low, they're supply constrained for as far as the eye can see, and their products are used in almost every electronic device on the planet.

Steve