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Author: bootchk Two stars, 250 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 361  
Subject: Re: will recent events affect KEM? Date: 9/25/2001 10:43 AM
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"KEM's recent glory days, both in share price and in earnings, were tied to the wireless phone boom, and its fall from glory came when the wireless bubble deflated."

I don't think it was just wireless. The bubble was in internet stocks, and PC stocks too. I think the broader trend is "miniaturization", not just "wireless." People were buying, and will soon keep buying, many electronic devices (PDA's, laptops, MP3 players, digital cameras, cell phones) that they want to carry around and that must have more and smaller electronic components. So KEM, which leads the market and concentrates on the densest capacitors (tantalum and ? it escapes me) should be well positioned. I don't think KEM needs the cell phone industry to recover before it recovers, but more generally, some combination of the cell phone, consumer electronics, PC, and telecom markets.

The Value Line analyst keeps saying about the same thing.

Time will tell.
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