Vishay Intertechnology Inc. (VSH)

All Comments on VSH

  • commenter
    Roy P.
    Oct 09 03:50 PM
    Citi Downgrades, Cuts Targets on Slew of Chip Makers [view article]
    FOR GOD'S SAKE.... WHY NOT JUST BUY SOMETHING THAT IS STILL GROWING AND GUIDED HIGHER REVENUE AND PROFIT MARGIN.

    The early cisco of stem cell/regenerative medicine ... Thermogenesis(KOOL).

    Sound financial, patented products, almost no competition and the stock is dirt cheap.... find me a better one if you can.     Reply
  • commenter
    Pierr
    Johnson
    Oct 09 12:38 PM
    Vishay, International Rectifier Cat Fight Continues [view article]
    I agree that both companies should be left to stick to their knitting. I have covered both Vishay and International Rectifier for over a decade and knew previous managements of both companies pretty well. And I eagerly awaited IRF's restated results in plotting the purchase of its depressed stock. No sooner were they here than Vishay pounced with a paltry premium.

    Surely IRF was brought to its knees striving to seek the highest value in its franchise through serious accounting and business malfeasance. That said, the reporting mechanisms are back in place and a new management presides over a higher value Power IC and Discrete franchise that is intact. Even in its weakened state, this business model is inherently more profitable than that Vishay has so capably pursued over the years. It requires higher levels of investment and different channels that target different sorts of customers.

    It is not clear to me why Vishay is expending such effort to pursue what seems clearly to be an ill-conceived business combination. Granted, IRF shares are severely depressed, and the accounting scandal has strained its business. Yet a cheap price alone hardly justifies this intervention in IRF's turn-around. And given its size and difficulty, it could very well gum up Vishay's execution as well. For now, I am on the side lines (and unable to vote).     Reply
  • commenter
    TomArmistead
    Oct 08 07:09 AM
    My Website
    Vishay, International Rectifier Cat Fight Continues [view article]
    I am long Vishay. I wish they would drop the International Rectifier bid and stick to their knitting. Reply
  • commenter
    Octogenarian
    Oct 07 10:50 AM
    Citi Downgrades, Cuts Targets on Slew of Chip Makers [view article]
    It's easy to make the cuts after recent blood baths in smh stocks. He's really stick his neck out now. Reply
  • commenter
    look closer
    Oct 04 06:46 PM
    Not Much to Recommend - Cramer's Lightning Round (10/3/08) [view article]
    Joan, Did you have a message here? First, Cramer is a jerk, if we listened to and followed his recommendations he would have all our money in his accounts. The best contribution he provides is in keeping us away from those stocks he recommends. Seeking alpha needs insightful, intellectual ideas based on the most current and flexible thought processes of the day.
    If your article is going to head the list, at least give us a little inkling of complex imagination or stay home.     Reply
  • commenter
    User 218405
    Oct 04 12:59 PM
    Not Much to Recommend - Cramer's Lightning Round (10/3/08) [view article]
    I forgot to add my name abve as I don't make critical comments without signing. Dan Kowkabany Reply
  • commenter
    User 218405
    Oct 04 12:57 PM
    Not Much to Recommend - Cramer's Lightning Round (10/3/08) [view article]
    Somebody should tell Cramer how the smart money invest. 1. For the long term. 2. Buy Low, Sell High. The gaming stocks LVS,WYNN,MGM and Boyd are way down and they are very strong companies. Their founders own more than 50% of their respective companies and they are showing a profit. These 4 companies are way oversold and all these problems of the economy, high gas prices, the Chinese gov't limiting the number of visitors etc have been discounted.
    Morgan Stanley, (another Wachovia) downgraded LVS. I should listen to Morgan Stanley? Watch these companies and see there performance in the next 2 years. You will be well rewarded.     Reply
  • commenter
    Poor Jim
    Sep 11 05:02 PM
    Wall Street Breakfast: Must-Know News [view article]


    Dick Fuld has been a day late and a dollar short right along, at least since June when Lehman was "discussing" selling off assets and the news got out, which caused Fuld to take his eye off the ball and start trying to find out, screaming, "Who leaked??!!"

    He has constantly been playing catch-up, waiting too long to make the moves he could have made sooner, and by trying to save everything saving nothing....

    except for his own net worth, which will obviously take a hit, but nothing like those his shareholders are taking.

    The least Paulson could do is take away Fuld's passport.

    Anybody got any other ideas?     Reply
  • commenter
    Shiftless
    Sep 11 04:37 PM
    Wall Street Breakfast: Must-Know News [view article]
    See the short squeeze on WaMu and rejoice. If a company with this apparent weakness can fight off the vultures there's hope for the entire financial sector. Reply
  • commenter
    notsosmart
    Sep 11 04:20 PM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    socialism has arrived under a conservative administration.LOL. Reply
  • commenter
    PacificGateP
    ost
    Sep 11 02:14 PM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    OMINOUS SIGN BEHIND PAULSON’S ACTIONS HAVE ESTABLISHED A TREND

    And as usual the taxpayer is on the hook in the biggest bailout ever, and forever after that as more bailing is required.

    WHERE IS CONGRESS ON THIS?

    The best we hear from it is related to suggesting reduced severance packages for outgoing executives? How limp.

    How about a thorough analysis into the self serving actions of these institutions? Taxpayers deserve no less.

    How ironic that the biggest Government INTERVENTION in history is being implemented under Bush’s watch, after his policies stimulated and allowed the abuse.

     Reply
  • commenter
    notsosmart
    Sep 11 01:25 PM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    longviewer-if you cant believe the unethical crowd what good is the longwiew?ask the enron employees,the worldcom emplyees,lately the bear stearn crowd.you cant do it if people lie,are unethical,& have little or no accountability. Reply
  • commenter
    Longviewer
    Sep 11 12:26 PM
    Wall Street Breakfast: Must-Know News [view article]
    Deal with reality, and improve on it. Matching our emotions with bad news does not deal with it, however, artificially enhances the problems via perception. The first thought should be, okay, as an investor, how will I safeguard what I have and find ways to increase my gains across the board in my own micro or family economy? Put together a comprehensive plan.

    Study, clear thinking, patience, care, precision, balance ... the same values apply to wise decisions. If we want value, we must build it.     Reply
  • commenter
    Right in
    San
    Francisco
    Sep 11 12:24 PM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    We do need enough foreign confidence in our financial system to convince them to pump in $60 billion per month to feed our habits. I can't imagine that continuing for long - at some point they'll only take hard assets. Reply
  • commenter
    hanson001
    Sep 11 11:15 AM
    Wall Street Breakfast: Must-Know News [view article]
    notosmart: Why the pride man? The world will follow us down the rat hole. Look at the sovereign wealth funds; they haven't made good on their investments here. Look at all the foreign banks that hold our government paper. This is global, and while our ship is sinking, they are taking on water also. Reply
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