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Technology Stocks : Vishay Intertechnology
VSH 14.61-4.8%3:59 PM EST
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To: Bigpoppabass who wrote (41)8/27/1997 9:02:00 PM
From: Thomas J Pittman   of 384
 
Go into a bit of detail about the part where KEMET had a reason
to rebuff the vsh offer and how that was related to tantalum
being the hottest sector. Sorry, I just didn't follow.

Also, at what point do you see the china deal impacting the
earnings reports. VSH has said for a while that their strategy
is to lower costs -- this certainly seems in line with that,
but does the china play also get them more customers by right
of their being in partnership with the Chinese.

Also, what, in your opinion, is a decent entry point given
the 'long term' competitive advantage?

Thanks for the information,

J
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