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Technology Stocks : Vishay Intertechnology
VSH 16.87-0.6%9:30 AM EST
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To: techtonicbull who wrote (299)8/13/2000 11:35:37 PM
From: WTMHouston   of 384
 
I did not hear the interview but I suspect that it is along the same lines as my last post. Pick up some capacity fairly cheaply -- integrate it, gain the synergies, perhaps a little product expansion (which has been VSH's goal all along), and turn it accretive within six to twelve months. Consolidation (especially with debt instead of equity) has what has made VSH into what it is today: buy it cheap, make it worth a lot more.

Troy
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