Vishay Intertechnology Message Board

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Technology Stocks : Vishay Intertechnology

VSH 15.34

-4.8%

3:59 PM EST

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To: Don England who wrote (194)	1/24/2000 8:48:00 PM
From: Lin	Read Replies (1) of 384

i too just bought vsh as sili added $600 mm in mkt cap and vsh only around $250 mm - i would imagine that vsh should add $500 mm (80% of sili's increase) so it seemed a logical pseudo arbitrage play... I have noticed that for the last 90 days sili has added considerably more mkt cap than vsh and vsh should ramp up and capture a significant part... if sili has eps of between $5 and 8, then vsh (assuming it does not destroy value) should have between $ 4 and 6 and this leads me to a p/e of between 10 and 7 for vsh - unheard of in this market and at these growth rates... comments anyone?

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