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Technology Stocks : Vishay Intertechnology -- Ignore unavailable to you. Want to Upgrade?

To: WTMHouston who wrote (281)	8/6/2000 6:21:32 PM
From: techtonicbull	Respond to of 384

Troy: Don't say there is little downside risk. There is always risk that say, Capacitors are being replaced by other circuitry designs so they will be cut out of the equation, or there will really be a major slowdown due to the fact that OEM's have been double and triple ordering for the last two years so that they are sitting on huge inventories of capacitors, or the demand for devices requiring capacitor is drying up since there is no capital for businesses to upgrade their IT until interest rates fall 125 bps. There is risk but I agree it is pretty damn low.

To: WTMHouston who wrote (281)	8/7/2000 8:04:46 PM
From: James Cherney	Read Replies (2) \| Respond to of 384

WTM Houston...earnings vs revenue growth!!! In keeping with the current theme of things, post May 24, the market, it appears to me, is no longer paying attention to bottom line growth. IMHO. The focus now appears to be on the "top line"... grow revenues or be punished...I do not share your surprise at an opportunity to purchase VSH @ $26 again...I believe a trading range of $25 to $35 will be with us for a while..until the spectre of a cyclical peak in the semi and circuit board market is behind us..." Say it isn't so!!!" Wish I could...I too am bottom fishing here. Technically VSH chart has collapsed I believe Mr. Market wants to see the money, not how they are saving it...So do I...3000sh long...first thousand will be gone at $35+ a teenie...FWIW