I respectfully disagree with a few points in your last post.
*Vicor has over 8,ooo customers.While they have served higher power applications in the past they are far from a one trick pony. Matter of fact they are a good indicator of the segment at large.
*A big reason for the current problems is the fact that they are attempting to move from a low volume/high mix to a high volume/low mix approach. Not an easy task.
*Picor does indeed serve lower power application(not smart devices as of yet) and the products have been well received.
*It will be interesting to see how many shares they end up buying/retiring. The hedge fund Manatuck Hill Partners owns over 2 million shares. I doubt they sell at these levels but you never know. Time will tell.We won't hear from the company until February so I'll hang tight for now.