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

To: techtonicbull who wrote (736)	10/16/2000 3:19:13 PM
From: SJS	Read Replies (2) \| Respond to of 906

KEM's buy reccomendation from CSFB is part of a larger report entitled: Electronic Components, Connectors and Distributors Here is the KEM section, without all the financial information (which is not beneficial to post) ________ KEMET Corporation (KEM: $25.50: Buy) Key Investment Themes · Lead times remain extended, average selling prices are firm; and demand for KEM’s products (tantalum and ceramic capacitors) is good across geographies and end-markets. · Solid bookings continue to reflect the momentum occurring in KEM’s markets. · New products, including organic tantalum and solid aluminum capacitors, offer KEM long-term growth opportunities. · Although capacity began to come on-stream in early summer, growth of the server market and strength in Europe will keep the environment favorable for further margin improvement at KEM for the foreseeable future. KEMET Corporation: Preferred Supplier Relationship Customers Computers Communications Automotive Compaq Alcatel Bosch Dell Ericsson DaimlerChrysler Hewlett Packard Lucent Ford IBM Motorola General Motors Intel Nokia TRW EMS Providers Distribution Celestica Arrow Electronics Flextronics Avnet Jabil Circuit Jaco Electronics SCI Systems Pioneer Standard Solectron TTI Electronic Components