It's an odd trade just before earnings, and it did tick up a bit. If it was Gemini selling, they took a big haircut...
Something is up--over 2M shares traded two days before earnings are announced, more shares traded for 2 days than at any other time for the last 5-10 years. After modestly ok earnings are announced, another 500k shares traded, stock slightly up. Something is brewing
Vicor is supplying power converters to Alphabet for its servers in its data centers.
Alphabet is promoting the Vicor 48V solution via the Open Compute Project, OCP.
Alphabet submitted to the OCP a new 48V rack design based on Vicor's solution.
According to an article in EDN, Vicor has the best 48V solution.
Alphabet is working with Facebook on a new 48V rack design.
This chart below is from an article on Google's ambitions. Google now has about $500M of cloud services business. AWS is at about $10B. Looks like Vicor might be at the right place at the right time, if they can sell their products into this tsunami of future business...
Cloud infrastructure revenue
Year Sales Growth
2016 $22.4 bln 37%
2017 $30.2 bln 34%
2018 $39.4 bln 31%
2019 $49.9 bln 27%
2020 $61.9 bln 24%
Not bad. I hope the trend continues.
Also, I follow/own POWI and am very impressed with how they are developing and managing their business. I thought there would be some overlap with Vicor at some point? Not being a technical guy, anyone have any thoughts on? (I've asked on this board before, though a number of years ago.)
I just went into an Apple Store to buy a new iPhone because my old one died. It was the absolutely worse retail experience I have ever had. It took almost three (3) hours and I paid cash for the phone as an outright purchase. Apple needs to get its act together if it wants to continue to get my business. I'm an Apple stockholder and was appalled by how clumsy the process went. If this sales process doesn't get better on the store level, Apple is doomed, especially where the iPhone is their business bread and butter. I ended up with an iPhone 6 that I had to leave to get connected to update. It was pathetic. Again, I've never experienced anything so bad in the retail space ever...
Last quarters financials weren't that bad from what little I could tell. Something is just not right with this puppy? Portnoy's or not, just seems strange that it is selling for so low a price. Their business has improved substantially from 7 years ago. Again, very strange.
In my recent experience, customer service was not good for me. I and my family have owned over 15 iPhones, 9 computers, and 4 iPads during the last 8 years and this was the worst of what was otherwise relatively good purchase experiences. If it was an outlier experience, that's one thing. If it was a new lax trend, then something else...
I'm sure no-one showed up and nothing is changing, even though stock is at record lows. They should use their cash and/or credit facility to buy back their own stock...
They should have their pay tied to the stock price is some way and actually get a cut in pay. These guys are pathetic. I'm sure Hoagland is not so happy he bought 15,000 shares at $3.45. Then again he was given another 35,000 shares as a going away present in December 2015. Pathetic.
at the Jeffries Healthcare Conference on June 9th. Harbingers of a downdraft? Any bad news coming? Again, at historic lows, this stock continues to scour the bottom...
From Motley Fool:
10-Point Checklist for Investing in Driverless Cars
Many automakers believe that fully autonomous cars will hit public roads within the next decade. Research firm PWC estimates that the entire connected-car market will grow from $35 billion in 2015 to $128 billion by 2020, and BI Intelligence believes that the percentage of new cars which are shipped "connected" to the Internet could rise from 13% in 2015 to 75% in 2020.
Those bullish forecasts have driven various chipmakers into a land grab in the automotive chip market. To see if any of these chipmakers are viable investments, investors should run those companies through this 10-question gauntlet.
1. What does the company actually make?
2. How much competition does the company face?
3. Is the company's product economical for automakers?
4. Can the company bundle its products and services together?
5. Is the company's moat wide enough?
6. What percentage of its sales will be driven by connected cars?
7. Is the company part of a broader IoT alliance?
8. Is the company a buyout target?
9. Is the company's stock overvalued?
10. What will happen to the company if driverless cars don't catch on?
Go to the web site and catch the details of what was presented. I think it's a compelling investment picture.
Too bad the stock market doesn't agree...
Today Vicor released four new DCM products in the VIA package
DCMAndover, MA – June 07, 2016 – Today Vicor released four additional DC-DC converters that are
deployed in the rugged, chassis-mountable versions of its DCM™ family of isolated, regulated DC-DC converters. These new products extend the family by adding two 270V and two 28V nominal products
to the family. (See Table 1)
Applications: DCMs are commonly used in industrial and process control markets, distributed power, ATE, communications, defense/aerospace, semiconductor manufacturing equipment (SME), and transportation.
The DCM family provides the highest densities in a smaller footprint than competitors.
Input Voltage Input Voltage Range Output Voltage
5V 12V 15V 24V 28V 48V
300V 200 – 420V 400W 600W 500W
270V 160 – 420V 500W 500W
28V 16 – 50V 180W 320W 320W 320W 320W
Table 1 – Vicor's DCM Family – Orange are products released today
Vicor's DCM Family Offering
The DCM in a VIA package is an isolated, regulated DC-DC converter, operating from an unregulated, wide range input to generate an isolated and regulated output. With its high frequency zero-voltage switching (ZVS) topology, the DCM converter consistently delivers high efficiency across the input line range. The DCM provides tight output voltage regulation and offers a secondary-referenced control interface for trim, enable, and remote sense operation. DCM converters and downstream DC-DC products support efficient power distribution, providing superior power system performance and connectivity from a variety of unregulated power sources to the
point of load.