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Vicor Corp. Message Board

  • allwrite2011 allwrite2011 Dec 2, 2012 10:36 AM Flag


    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.

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