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To: AllansAlias who wrote (55564)	1/8/2001 8:29:08 PM
From: Haim R. Branisteanu	Respond to of 436258

Allen, not so sure even about the head <GGG> I may be early but as far as tech suppliers are concerned electronics is not all about PC's it is your TV, Stereo, Airplane, Car, Telephone,Medical monitoring equipment and almost everything else we use besides screw drivers, food and beverage. It seems to me that most WS analyst do not or can not make a distinction between a processor manufacturer e.g. Intel and an electronic component manufacturer e.g. Vishay.(VSH) As to the countries I mentioned they are so under - developed in comparison to the US that it is asthonishing. Further the US is no Japan from many points of view if natural resources, culture or administration. We will not see 30% gains a year for the market for a while and many would be happy to get 20% above treasury or money markets, but to claim that the US is the head of the world is a bit ........ you know what I mean <GGGG> ...... aside who said that the US market must outperform European Stock markets? may be this time is different it is better to invest in Europe ...... no? IMHO the key are energy prices and the climate which may hurt crops ...... similar to El-Ninio The DAX already outperformed the SPX in dollar terms. Check it out quote.yahoo.com quote.yahoo.com quote.yahoo.com