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Technology Stocks : Vishay Intertechnology

VSH 16.12

-3.9%

3:59 PM EST

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To: Geoff Altman who wrote (273)	7/28/2000 2:58:07 AM
From: WTMHouston	of 384

<<WHERE IS THE LOVE?>> Love? This market can't even get past the first date. Too much fear of rejection: i.e., that there will be a cyclical slowdown in semis early next year combined with fear that with new capacity being added, supply will soon catch up to and exceed demand. The questions today in VSH's CC, or more appropriately the tone of the comments made in response to the answers, clearly indicates that no one believes the sectors claims that their "visibility" is good well into next year and that they do not see a slowdown or expect supply to catch demand anytime soon. Troy

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