Message Font: Serif | Sans-Serif
No. of Recommendations: 0
"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.
Print the post  


When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.