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To: SJS who wrote (667)9/13/2000 2:54:07 PM
From: Jack Hartmann  Respond to of 906
 
Steve, nice find. Jack



To: SJS who wrote (667)9/13/2000 3:08:18 PM
From: Czechsinthemail  Read Replies (1) | Respond to of 906
 
I noticed that Briefing.com write-up on capacitors. Meanwhile, we seem to be back to a pattern of large numbers of shares sitting on the ask. That tends to keep a lid on the price. The fundamentals look strong, but some may be concerned about weakening demand for boxmakers on top of earlier concerns about weakening demand for cell phones.



To: SJS who wrote (667)9/13/2000 4:13:03 PM
From: techtonicbull  Read Replies (1) | Respond to of 906
 
Good Post SJS: Most is known, but nice to hear a reiteration of the same story we've been hearing. There is a factual error in their implication that since tantalum is a rare metal, this contributes to the shortage of those capacitors. Actually tantalum supply (raw material) has never been a problem. It's meeting production demands. Also tantalums are very valued and needed and contribute to a higher profit margin.

Good post!


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