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To: The Ox who wrote (1181)	10/18/2012 9:33:35 PM
From: Return to Sender	Respond to of 8239

You are not missing anything. VSH for me is just a short term trade. Remember I think the overall market is forming a top. VSH will not be the only stock trading lower when it goes. Earnings season thus far has been pretty awful in my estimation. I had hoped for better. It was never my intention to hold VSH through earnings. Longer term I think VSH will also trade much higher but why not have cash on hand for when things get really cheap? RtS

To: The Ox who wrote (1181)	10/19/2012 1:01:04 AM
From: richardred	1 Recommendation Respond to of 8239

Not near term. I'm in no hurry to buy it, but I do believe it's a good value currently and can be an ever better value, in a downgrade. Six in cash and 20% discount to book value.. IRF reports soon Nov. 1. Things should not be looking good their as they gave a bleak report last quarter. I already own IRF and they are going through a restructuring. It might take something like a TI buying a National Semi to stir up some interest in the group. VSH already tried a low ball on IRF in 2008. Based on its poor performance IMO the company has less legs to stand on. This if there is a re-interest by VSH or a big global competitor. IMO-This would be a case where the weaker need to join to better compete globally or the bigger need to increase margins by eliminating a competitor..