Vishay Intertechnology Message Board

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Technology Stocks : Vishay Intertechnology

VSH 14.60

-4.8%

10:23 AM EST

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To: Jimmy Lin who wrote (62)	12/17/1997 9:42:00 AM
From: Thomas J Pittman	Read Replies (1) of 384

Really a guess, but if you take a look at my post (60 i think) about sales, we are currently at a PSR of about 1.14. If that holds and we end up with around 30 per share in sales, that matches up with about 33-34 price. I really think we may be in for some expansion of the historic pe here. It seems that some of the margins may actually increase. I say this because it seems that temic will benefit from vsh's cost cutting efforts. In addition, i cant help but mention again that 30+ percent growth i saw in one of the releases. Thats a lot of growth....some of it has got to hit the bottom line and wall street is going to recognize that at some point. One other thing....anybody read anywhere that temic does boards as well as just the passive components. If that is true and vsh keeps or expands that portion of their business, i would think that this could be a more fundamental change to the business model than just more capacity and more market share. I really am starting to see this as something big. And another thing....IS vsh now THE official world leader in their market.....I am a big fan of companies with such a role. Sorry to babble. J

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