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...
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...
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.
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...
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.)
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%
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.
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
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...
Just drove by at 9pm tonight and saw a large number of cars in the parking lot. It was dark so I couldn't gauge how many but would hazard a guess at 60 or so? Interesting ... Maybe just a staff meeting? Something else perhaps? Hoping for the best. We might get a glimpse of how things are going next week in the quarterly CC. Sure seems like Intel is putting a lot on the line for cloud computing in their latest quarterly CC.
Vicor’s 48V Direct-to-PoL product family is comprised of non-isolated Buck-Boost Pre-Regulator modules (PRMs) and Voltage Transformation Modules (VTMs). When configured in a “Factorized Power Architecture,” a ...PRM (e.g., a Vicor Cool-Power P3751-02 Buck-Boost PRM) receives its input from a 48V distributed bus and delivers a controlled, “factorized” voltage to the input of a VTM. The output voltage of the VTM is the factorized voltage multiplied by a fixed conversion ratio (K) and the output current of the VTM is 1/K times the VTM input current. Current multiplication at the Point-of-Load delivers higher efficiency, density, and bandwidth, all of which are distinguishing attributes of Factorized Power.
Vicor announced its latest generation 48V Direct-to-PoL product family at the Open Compute Project Summit 2016 in March of this year, coincident with Google’s announcement of its adoption of a 48V server and distribution infrastructure for green data centers. Vicor’s PRM/VTM solutions have been designed into advanced CPU/GPU motherboards, including advanced applications incorporating next generation POWER CPU products.
Two new VTM current multiplier modules are being introduced during OpenPOWER Summit 2016: a K=1/48 unit, whose secondary-side voltage is one-forty-eighth (1/48) of its primary-side voltage, delivering up to 135 Amps of current at a density up to 1948 Amps/In3, and a K=1/40 unit, whose secondary-side voltage is one-fortieth (1/40) of its primary-side voltage, delivering up to 130 Amps of current at a density up to 1354 Amps/In3. Devices can be operated in parallel to address higher current GPU processors of 250A or more. VTMs feature typical conversion efficiency exceeding 94% and true bidirectional power transfer capability... etc.
New Modules Enable Efficient 48V Direct-to-Point-of-Load solutions for next generation IBM POWER CPU processors and GPUs
Andover, MA – April 7, 2016 – Vicor Corporation (NASDAQ: VICR) today announced an expansion of its family of 48V Direct-to-PoL (Point-of-Load) power modules. Optimized for system loads (CPUs, GPUs, ASICs, and DDR memory) requiring operating voltages below 1.25 Volts at load currents up to hundreds of Amperes, these new modules enable power systems with higher density and conversion efficiency than alternative solutions. Combining best-in-class power density, efficiency, and thermal and electrical performance afforded by Vicor’s Sine Amplitude Converter (SAC) technology in a rugged, thin 13mm x 23mm ChiP, these new modules are ideally suited for use in a broad range of 48 Volt power systems applications.
Efficient, dense, cost-effective, and reliable power distribution is a critical element in data centers and other applications. It is axiomatic that higher distribution bus voltage reduces distribution bus loss. However, overall system power loss is comprised of both distribution bus loss and the losses in the power converters that power CPUs and other loads. Because conventional approaches to power conversion exhibit decreasing efficiency and power density as bus voltage increases, conventional distributed power system design has required trading off bus voltage, and bus losses, against power converter loss and size. So, while the “sweet spot” for distributed power is at 48V, given lower distribution losses, smaller storage capacitors, smaller cables and bus bars, and no special safety precautions, conventional distributed power systems have historically relied on a lower voltage bus (e.g., 12V) and its associated higher losses. By providing efficiencies from a 48V bus that are better than 12V legacy solutions, in a fraction of the space, Vicor’s 48V Direct-to-PoL product families eliminate the tradeoff between bus voltage and system efficient
He'll be gone as of December 31. I didn't get a great feeling from him as being someone who could take Vicor into the era of a new paradigm. Anyone else have any thoughts on?
Is this a big business opportunity for Vicor as well?
03/29/2016 SynQor Releases 350 W Military Power Factor Correction Modules
02/11/2016 SynQor Releases 500 W Power Interface Module with EMI Filter for ATCA Applications
02/02/2016 SynQor at Singapore Airshow 2016
01/11/2016 SynQor Releases a 4,000 W, 3-Phase Military AC-DC Power Supply
I bought ninety (90) of these Cree 60W Equivalent Soft White A19 Non-Dimmable LED Light Bulbs with 4-Flow Filament Design for $1.97 last week and am planning on buying many more...
Very good new graphic depicting 48V direct to CPU on Vicor website with a compelling array of benefits. Good marketing info...