Vishay Intertechnology Message Board

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Technology Stocks : Vishay Intertechnology

VSH 14.61

-4.8%

Nov 6 3:59 PM EST

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To: Raoul Stein who wrote (20)	3/4/1997 12:05:00 PM
From: Thomas J Pittman	of 384

My guess on the move yesterday was due to the upgrade of KEMET, a major competitor but also a major player in the same subindustry. The name of the firm which upgraded KEMET escapes me at the moment, but I read it at briefing.com. What do you folks see as driving VSH higher (if, indeed, you do perceive it as having appreciation potential). I have a few ideas but I would appreciate comments 1) VSH is actively pursuing (and succeeding) a strategy of lowering their costs by locating in countries/areas in which labor costs are low. 2) VSH is a (THE?) major producer of a product which has incredibly wide use and which is likely to be subject to increasing demand as developing countries gain more and more access to consemer goods. 3) This same product set is more and more useful and in demand as the complexity of consumer goods increases. 4) The new plant in China places it in a good position to participate in growth in that economy and in that region. So, lower margins, increasing demand -- that's my case for higher prices. Plus, the stock price still seems relatively depressed due to last years (and 1995's) anti-chip period on Wall Street. Comments are appreciated. J So, lower margins,

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