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Just a bit of a snippet that I found that I thought SGW holders might like to follow up on. Came from one of the American boards.

I know a lot of people have been looking at some of the more stable businesses like Kemet, who is the dominant leader in tantalum capacitors (and has great management). But what happens when their competitor Vishay comes out with a workable patented niobium based capacitor that can replace tantalum? Just make sure those future free cash flows are not just pots of gold at the end of the rainbow. There's always somebody who's after your Lucky Charms.
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