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To: The Ox who wrote (3635)4/20/2016 10:24:24 AM
From: richardred  Read Replies (1) | Respond to of 8239
 
Just a thought. I saw today's Intel interview today on CNBC with INTEL's CEO about the cutback in the workforce due to declining PC sales. I found it interesting that the point of the Altera Acquisition was brought up. The acquisition is working out well according to the CEO. A question was made about more acquisitions. Although no targeting areas were mentioned. He said they would be open to more. On that point,it got me thinking about VSH. After all, Infineon not to long ago bought International Rectifier. On another point. VSH tried to buy IRF itself before it's acquisition. VSH has been going through restructuring and repatriating forward earnings. VSH is a hunter itself for acquisition. I still think semi group speculative appeal is high due to the groups business be slow or declining.

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