Vishay Intertechnology Message Board

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Technology Stocks : Vishay Intertechnology

VSH 16.98

+0.6%

Oct 31 9:30 AM EST

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To: Teddy Harton who started this subject	5/21/2004 12:41:58 PM
From: JakeStraw	Read Replies (1) of 384

"The third segment we are overweight in is technology. The replacement cycle for aging equipment is a major theme here. We see the semiconductors in a multi-year up cycle. We like the chip makers in particular. We also see early signs of growing demand in communications equipment, a sector that has been out of favor. One company we like is Vishay Intertechnology (VSH NYSE), which is benefiting from the cyclical expansion of electronic components. We are also seeing signs of a turnaround in Europe for this company. And, capacitor prices are strengthening. In addition, we see higher quality earnings here. Technology firms have substantially more options expenses than the average industry and this company has low option expenses compared to its peers. This is a focus of our full earnings methodology where we subtract options expenses from companies in order to compare them on an apples-to-apples basis with other industries. So we look at how much the company would have earned if they had backed out their option expenses." moneyshowdigest.com

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