Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jay King who wrote (97)	3/26/1998 9:27:00 PM
From: Thomas J Pittman	Read Replies (1) \| Respond to of 384

Guys, I put in a call today to IR and left a list of questions including 'when do you expect to comment on the contributions of siliconix to your bottom line' Ill let you know when/if i hear anything. Regards, J

To: Jay King who wrote (97)	3/26/1998 9:31:00 PM
From: Bigpoppabass	Respond to of 384

Jay, a decent entry point would be 20, and that might be reached again if the company reports another charge to earnings, or if the market tanks. I thought 24 later last year was a good entry price, but the stock fell below that. VSH is predicted to earn $1.65 per share this year, and $1.90 a year out (according to the estimates published in the weekly Barrons) (Also note that during the past year, VSH met expectations in every quarter without special charges for plant costs as plants were moved to lower wage areas). If VSH hits its estimates this year without these associated costs, the stock should hit the $33 range. In two years, we could have a stock price of around 40 at its current p/e, assuming the co. meets estimates. There is a distinct possibility of a blowout quarter that could get the stock going. In addition to what you've recognized, the SILI stake gives the co. a foothold in the power ic area, which has been reported to be a fast growing high margin segment; Also, last year the company's Israeli facility that produces high margin ceramic capacitors finally came on line; European economies appear to be doing well, which is a plus; and the company recently entered the diodes segment, through its purchase of Lite On Power Semi of Taiwan. Eventually, everything will come together, and the stock will take off. The best time to buy would have been a couple of months ago, when the volume was much lower. The recent rise in trading volume suggests that many investors and perhaps analysts are beginning to show greater interest, perhaps in anticipation of the yearly 5% stock dividend paid yearly in June. Greg