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Vishay Intertechnology Inc. Message Board

  • zzzbadbrad zzzbadbrad Mar 18, 2000 7:09 PM Flag

    sb.............reply

    FY2000-Q1.....38% sequential
    increase...OK

    FY2000-Q2......5% sequential increase..you must be anticipating a
    war to breakout between China and Taiwan(it is a
    possibility).But,short of a regional war there is no way EPS
    sequentially can drop from 38% to
    5%.

    FY2000-Q3......."dito above"

    FY2000-Q4......."dito
    above"


    Brad

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    • ...continued....

      I do not know where some
      folks are getting their info, but the list below is all
      I could find of open market sales by insiders of
      VSH stock since August of last year. With few and
      very small exceptions, the stock being sold is
      restricted stock: it has not come from the sellers' VSH
      holdings. My guess, and that is all it is, is that the
      majority of it is from stock bonuses -- I suppose one
      could search the 10Qs and 10Ks and find out for sure,
      if it mattered, which I don't think it
      does.

      ZANDMAN,FELIX CB 486,202 1/31/00-1/1/00 32.00 D 2/10/00

      ZANDMAN, FELIX CB 300 12/21/99-12/7/99 5,802,313* D 1/5/00


      * - this is how many shares Zandman owned as of
      that date after his 300 share sale.

      Zandman's
      sale of 486,202 was of restricted stock and did not
      effect or come from his VSH holdings.

      SLANER,
      LUELLA B. DIR 50,000 1/14/00 $33.77 667,418* D
      2/11/00

      * - This is how many shares Slaner owned as of that
      date. The 50,000 shares sale was of restricted stock
      and was a non-open market sale.

      EDEN, AVI DON
      VCB 125,300 1/11/00 $32.00 - 44,853 D 2/8/00

      EDEN, AVI DON VCB 12,500 8/20/99 $20.00 - 44,853 D
      9/7/99

      Eden's sales were of restricted stock and
      did not effect or come from his VSH
      holdings.

      GRUBB, RICHARD N. EX VP 125,300 1/11/00 $32.00 38,281 D
      2/8/00
      GRUBB, RICHARD N. EX VP 12,500 8/20/99 $20.00
      38,281 D 9/7/99

      Grubb's sales were of restricted
      stock and did not effect or come from his VSH
      holdings.

      PAUL, GERALD PR 121,550 1/11/00 $32.00 38,336 D 2/8/00

      PAUL, GERALD PR 3,750 10/7/99 $24.00 38,336 D 11/11/99

      PAUL, GERALD PR 12,500 8/20/99 $20.00 30,836 D 9/7/99


      Pauls' sales were of restricted stock and did not effect
      or come from his VSH holdings. In fact, Paul's VSH
      holding increased by 8,000 shares between 9-7-99 and
      11-11-99.

      SPIRES, WILLIAM J. SEC 2,50012/3/99 $30.88 - 3,170 D
      2/8/00
      SPIRES, WILLIAM J. SEC 12,500 8/20/99 $20.00
      - 3,170 D 9/7/99

      Spires' sales were of
      restricted stock and did not effect or come from his VSH
      holdings.

      SHILS, EDWARD B. DIR 1,000 9/8/99 $23.31 - 50,345 D
      10/25/99

      FREECE, ROBERT A. VP 12,500 8/20/99
      $20.00 - 73,107 D 9/7/99

      There are some Form
      144s that have been filed in the past couple of
      months, but there do not yet appear to be any Form 4s
      evidencing that there were any sales. The Form 144s are good
      for three months and sales have to be reported by the
      10th of the month following a sale, i.e. for sales in
      March, Form 4's are dues 4-10-00.

      Total, there
      looks to be less than 14,000 non-restricted shares that
      have been sold in the last six months. Hardly anything
      to be concerned or alarmed
      about.

      Troy

      More info on insider sales can be found
      at:

      http://www.insidertrader.com/

    • I am basing my hopes/expectations on growth
      compared to same period previous year and not on
      sequential growth. That's why our estimates are so
      different.

      While I hope I'm wrong, I don't see how revenue or
      earnings can increase that much (20%+) each quarter
      sequentially. At some point, capacity constraints are bound to
      kick in. As I recall from their earnings conference,
      they are already pretty close to capacity in some of
      their products lines (particularly the passives); their
      backlog is steadily increasing, and they said they were
      going to increase capacity, telling me they are already
      feeling the crunch.

      In any case, it should be fun
      to watch if you are long. Go VSH!

    • haven't you people noticed that the indiders have been all selliing during the months of jan and feb LOTS OF SHARES

      • 1 Reply to petethepilot
      • I guess that you think that since some "indiders"
        sold a VERY small portion of their total shares that
        VSH will miss its numbers this Q and that they
        intentionally lied when they said that they expected EPS this Q
        to be "at least" 20% greater than the then current
        analyst estimates of $0.44.

        I guess that you think
        that since some "indiders" sold a very small portion
        of their total holdings that demand for VSH's
        products is suddenly going to dry up even though almost
        every other tech company expects growing demand over
        the next one to three years.

        I guess that you
        think that since some "indiders" sold a very small
        portion of their total holdings that the wireless sector
        is not going to grow any more or is not going to
        need active and passive components in their
        equipment.

        If these are not the things you meant, then I just
        do not understand what you think "you [us] people"
        have missed.

        Just out of curiosity, did you
        read more than five or ten posts on this tread before
        you posted?

        Troy

 
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