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Technology Stocks : Vishay Intertechnology
VSH 15.34-4.8%Nov 5 3:59 PM EST

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To: Jay King who wrote (91)3/25/1998 10:42:00 PM
From: Bigpoppabass  Read Replies (2) of 384
 
I read in the my.yahoo.com discussion for Vishay that
the company was going to acquire an interest in Tsemf (an Israeli foundry) from a third party controlling the co. (source, some Israeli paper). But don't pay attention to any rumors. The Israeli papers report these rumors all the time, and some pan out some don't....As you recognized Jay, VSH's recent game plan looks good, especially
the Siliconix stake. I read in last weeks Barrons, that there are no earning estimates for Siliconix, meaning the company has very little
following on the street. SILI trades at a p/e of 10-11, while
Vishay at approximately a p/e of 20. Vsh's earnings will get a boost from the SILI stake, because they will result in a greater multiple when reported through VSH. As you recognized VSH is buying great technology, good companies, at low prices, and the increase in earnings will look so much better when VSH reports them. See what I'm saying?
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