I see May 1st or 2nd when earnings come out to be around 0.75$ to 0.80$.I also see VSH at 75$ to 80$ by May 12th. Mark my word. Remember CEO said earnings would be up by at least 20%.I think it will be more than that if he's that certain.Also look at SILI the run up it had, it has to affect VSH someway.
Consider your word marked. What they said was that they expected 1Q earnings to be 20% higher than the old consensus estimate of 0.44/share. Your estimate would require 80% sequential growth. As good as they are doing right now, I don't think that's very realistic.
I agree that .75 to .80 is unrealistic, but I am just so amazed at the comment that VSH made at the conference. It was not required. It was over a month before the quarter ended. It asked for speculation by using the words "at least".
Therefore, it seems to me that either the person who said it was an idiot OR (by far the most likely scenario) they are going to DESTROY earnings. By that, I would not be surprised if it was 35% over .44 which would be close to .60. This stock will rocket if that happens .... except for one possibility.
That possibility is that earnings are so strong in this sector that VSH may just be seen as another big winner. I mean there is only so much cash out there. Remember the unbelievable comments KEM made about their earnings - at least 40% or something. It would behoove VSH to report as early as possible so as to get the full benefit.