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

To: Paul Senior who wrote (562)	8/25/2000 8:57:00 PM
From: techtonicbull	Respond to of 906

Rukeyeser's Wall Street Week guestBruce Behrens of Flag Institutional Communications says that the telecommunications market will be exploding. KEM will need to gear up and spend more to produce more capacitors to fill the needs. I guess that's why they revised their capital spending plans upwards by an additional $40 MM.

To: Paul Senior who wrote (562)	8/25/2000 9:07:28 PM
From: techtonicbull	Read Replies (2) \| Respond to of 906

Katz's favorite is VSH. I think KEM is better positioned since they are the leader in solid tantalum which is the most desired for telecommunication cicuitry. Also VSH is more leveraged. KEM is a more solid company fiscally speaking.