Vishay Intertechnology Message Board

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Technology Stocks : Vishay Intertechnology

VSH 16.98

+0.6%

Oct 31 9:30 AM EDT

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To: Thomas J Pittman who wrote (2)	7/23/1996 10:28:00 PM
From: Ronnie Pertuit	of 39

I'm a newbee here but thought I'd reply to your post. I bought VSH back in March at 26.50 because my SSG showed value then. So I'm sitting on a 9 point loss right now. This means I now need a 50% increase in price from this level just to break even. I'm trying to decide what to do. The one thing that concerns me is a post I saw from discussions on KMET. I've copied it below... >To: Mark Jackson ( 11 ) > From: Philip H. Lee > Jul 18 1996 1:57AM EST > Reply #12 of 12 > > Mark, > Until I hear of a tighter supply picture for capacitors & passive > components, I'm not > putting money into AVX and Kemet. Supply is increasing rapidly, > and that will be a > dark cloud for quite some time. So my concern is that the problem is a fundamental over supply / over capacity one that may take years to shake out. Any thoughts or indications in your research that this could be a problem.

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