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Technology Stocks : KEMET Corp. -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (312)7/26/2000 1:34:01 PM
From: drsvelte  Read Replies (1) | Respond to of 906
 
merrill on LSI....

LSI Logic reported revenue growth of 29% YoY to $644,
which was $29 million (or 4%) below our estimate. The
company indicated that about $20 million of revenues
slipped from June into early July due to shortages of parts
such as capacitors.



To: Paul Senior who wrote (312)7/26/2000 2:30:48 PM
From: techtonicbull  Respond to of 906
 
Your logic would make sense if the wireless industry was going to fold up by the end of 2000. Actually, there will be a turnover in handsets due to new technologies like GSM in the US; G3 technology, etc. and there are still people who do not use wireless devices of any sort who will.

So capacitor oversupply? It's not going to happen.

Anyway, KEM is coming back as we speak!


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