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Technology Stocks : SILI - Siliconix -- Ignore unavailable to you. Want to Upgrade?


To: WTMHouston who wrote (93)3/31/2000 12:42:00 AM
From: WTMHouston  Read Replies (1) | Respond to of 152
 
ML and DLJ raised their targets on VSH to $90 today.

biz.yahoo.com

<<
Merrill Lynch and Donaldson Lufkin & Jenrette raised their price targets for [VSH] to $90 a share on Thursday . . . .. [ML]analysts Jerry Labowitz and Stephen Fox raised their price target . . .from $80 while maintaining a buy rating on the stock.

"Our new price objective is based on the stock trading around a market multiple, which we think is reasonable given the company's robust growth rates, high percentage of sales to the wireless market, and the increasing importance of VSH's (Vishay's) higher-margin power semiconductor business," the Merrill analysts wrote in a research note.

DLJ analyst Mark Hassenberg raised price target to $90; no further details immediately available. >>

MY COMMENT:

It almost seems as though they are going out of their way NOT to mention SILI by name. I wonder why?

<<...and the increasing importance of VSH's . . . higher-margin power semiconductor business," the Merrill analysts wrote in a research note.>>

THIS IS SILI - I wonder why they just don't say "higher margin power semiconductor business: SILICONIX" ???????????????????

Troy



To: WTMHouston who wrote (93)4/4/2000 12:34:00 PM
From: Yakov Lurye  Read Replies (2) | Respond to of 152
 
Troy - long time! Quick question about your forecasting model - are you sure that VSH incorporates SILI earnings into their statements? Best, Yakov