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To: Jerome who wrote (132361)	4/15/2001 4:30:13 AM
From: Amy J	Respond to of 186894

Hi Jerome, RE: "Later this week Kemet reports (KEM). AVX, KEM, & VSH are considered commodity plays and leading indicators (capacitators, resistors etc) for the entire tech sector. Capacitators are used across the entire spectrum of electronic devices, and are closely followed by some analysts (JJ)." =============================== If you listen to these CCs, would you please drop a line on what you hear re: caps et al? I'd like to keep an eye out for elasticity in pricing. Thank you, Amy J