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Vishay Intertechnology Inc. Message Board

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  • marty81274 marty81274 Mar 23, 2000 11:59 PM Flag


    Yes I do see something.

    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.

    By mid May I'll
    sell at 80$.


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    • 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

      • 1 Reply to sbknudson
      • 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


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