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Technology Stocks : Vishay Intertechnology -- Ignore unavailable to you. Want to Upgrade?

To: Jay King who wrote (91)	3/25/1998 4:49:00 AM
From: Ron Kory	Read Replies (1) \| Respond to of 384

I am under the impression that VSH will at some point soon make some sort of announcement how accretive their recent acquisition will be to earnings. The stock has been going sideways for some time which could indicate relative strength for a change as many similar companies have corrected some in the last couple of months. A move over 22 would make the chart look more bullish. ron kory

To: Jay King who wrote (91)	3/25/1998 10:42:00 PM
From: Bigpoppabass	Read Replies (2) \| Respond to of 384

I read in the my.yahoo.com discussion for Vishay that the company was going to acquire an interest in Tsemf (an Israeli foundry) from a third party controlling the co. (source, some Israeli paper). But don't pay attention to any rumors. The Israeli papers report these rumors all the time, and some pan out some don't....As you recognized Jay, VSH's recent game plan looks good, especially the Siliconix stake. I read in last weeks Barrons, that there are no earning estimates for Siliconix, meaning the company has very little following on the street. SILI trades at a p/e of 10-11, while Vishay at approximately a p/e of 20. Vsh's earnings will get a boost from the SILI stake, because they will result in a greater multiple when reported through VSH. As you recognized VSH is buying great technology, good companies, at low prices, and the increase in earnings will look so much better when VSH reports them. See what I'm saying?