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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (9524)3/12/2001 11:30:24 PM
From: Jerome  Read Replies (1) | Respond to of 10921
 
Gottfried...any opinions on Vishay (VSH)

Strange situation here. Vishay owns 80% of Siliconics(SILI) and makes an offer to buy the remaining 20% that they don't own for $28.50. For the past two weeks SILI is tradinding betwen 30 and 32,

Since Siliconics has great earnings on its own, the combined companies will have a PE of about 4.

Vishay is a better call write than Kemet and recently made an announcement that because tech stocks are so depressed, they are on an acquisition hunt. Their primary consideration is that any company they acquire must be immediately accretive to earnings. They also said that the one company they would not acquire would be Kemet, because it was well managed and nothing could be gained by such an acquisition.

Either Vishay or Kemet will break out soon to the upside. Since I don't know which one I own them both.

Jerome



To: Gottfried who wrote (9524)3/14/2001 12:43:03 PM
From: Robert Douglas  Read Replies (2) | Respond to of 10921
 
Gottfried and Jerome,

Don't you think that the reason KEMET and Vishay look so cheap is because they have had their margins skyrocket because of shortages? As a veteran of buying commodity companies, I know they always look cheap at the cycle top because of unsustainable profitability.

Won't this profitability plummet as we move from a condition of shortage to one of excess capacity?


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