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To: pres/ceo who wrote (263)	5/10/1998 2:40:00 PM
From: MC Niemi	Read Replies (1) \| Respond to of 329

Pres/CEO Could you comment on: 1) demand for capacitor film that is in excess of production capacity 2) ability to make product for a profit based on prices you are selling it for 3) ability to hire and train qualified people to manufacture capacitor film 4) when are you moving manufacture of capacitor film overseas so you can make a reasonable profit All 4 of these questions are basically tied together. I think it also ties in with why companies estimates for 98 EPS have gone from .50 to .40 and now to .30. Probably ties in with weak stock price also. If you move manufacturing of capacitor film overseas will we see one time charges to earnings? Will it cause shortages to become even greater? Can both the old and new HED film be made in Spain and Malaysian plants? or do they just use the film that is produced here into finished goods? MC