Another article:http://www.ebnews.com/digest/story/OEG20010721S0002Lots of articles from a Google search on "niobium capacitors."The article says niobium is ten times cheaper.But ten times cheaper normally, when tantalum prices are not inflated?I think KEM mgt claims that tantalum prices will return to normal.As noted in earlier posts,the cost of materials is a small part of the cost,off the top of my head, less than 10% of the cost.The article says the same production lines can make both.KEM can switch just as readily as VSH and AVX.
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