Vishay Intertechnology Message Board

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Technology Stocks : Vishay Intertechnology

VSH 16.31

-2.8%

11:07 AM EST

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To: techtonicbull who wrote (280)	8/6/2000 2:51:35 PM
From: WTMHouston	Read Replies (2) of 384

I agree that VSH is dirt cheap. I increased my VSH position by 70% or so at $26 and change (Thurs a.m.) and $29 and change (Wed p.m.) last week. The current VSH price multiple is based on an expectation that earnings growth will not only begin to slow (as capacity increases and demand shrinks), but that within six to twelve months earnings will begin to shrink. In short, the "market" is betting that VSH will not get $4+ in EPS next year. I have and am betting that VSH will get $4+ next year and will trade at $60+ over the next 12 months; $80+ is not out of the question. In any event, at the current price, there is very little downside risk. I will be surprised if I get a chance to buy VSH at $26 again. Troy

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