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Hittite Microwave Anonim Ortaklık Message Board

isce_ille_iste 14 posts  |  Last Activity: Sep 27, 2015 10:44 PM Member since: Jun 17, 1998
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  • Reply to

    Interesting Question on FVE ,SNH roll-up

    by msears99 Aug 6, 2015 4:27 PM
    isce_ille_iste isce_ille_iste Sep 27, 2015 10:44 PM Flag

    Are you buying now that FVE is in the 2-3 dollar range? Do you think it will go much lower? Bankruptcy?

  • Reply to

    Is Vicor in the new electric Porsche?

    by isce_ille_iste Sep 15, 2015 11:11 PM
    isce_ille_iste isce_ille_iste Sep 24, 2015 7:13 AM Flag

    Apple building a car should put the auto industry on notice; it is time to get serious about electric vehicles...

  • isce_ille_iste by isce_ille_iste Sep 15, 2015 11:11 PM Flag

    Are they working with Tesla? BMW? Apple? Google? Or other electric car efforts? Electric cars are getting a lot of press lately...

  • isce_ille_iste by isce_ille_iste Sep 10, 2015 10:58 AM Flag

    Are the lease obligations strangling FVE?

  • Reply to

    Full Position Yet

    by valuationstockinvestor Jun 26, 2015 10:18 PM
    isce_ille_iste isce_ille_iste Aug 26, 2015 8:02 PM Flag

    This may be a good time to add to whatever position you have, but not sure about why the stock is reacting so negatively in what appears to be a very volatile market, up and down. I would have hoped that the stock price would be doing better than it has been recently given a very significant drop in price over the last few weeks. Does anyone have any news that might shed some light on any of this?

  • Reply to

    Jesus my eyes deceive me...

    by msears99 Aug 25, 2015 10:05 PM
    isce_ille_iste isce_ille_iste Aug 26, 2015 8:28 AM Flag

    Interesting. He must be thinking there is some good value at the current stock price. At a current total market cap value of $150M, the 3,000 AL units FVE owns would be valued at $50K per unit, about 1/3-1/4 the cost of building new, which doesn't consider anything for the 30,000 units they manage for a fee... I guess that's a good value?

  • Reply to

    FYI: Healthy sized block at around 10:25

    by valuguy Jun 16, 1998 10:35 AM
    isce_ille_iste isce_ille_iste Aug 15, 2015 6:24 AM Flag

    For quite a while...

  • Intel Preps Crosspoint Server
    IDF may show persistent memory for analytics

    Intel Corp. is expected to show next week a way to dramatically boost server performance using new memory chips it announced in late July with Micron. The approach crams up to four times more main memory in a server with 50% greater memory bandwidth opening a door to real-time analytics, but it uses proprietary extensions to a DDR4 bus, said one expert.

    The approach would be “a huge change to the way computing is done” based on persistent memory, said Dave Eggleston, a former memory-chip designer who said he is speculating based on public sources in a standing-room-only talk at the Flash Memory Summit here.

    “The bottom line for me is I love the technology, and I hate the business model,” he said, referring to the proprietary memory bus he expects Intel will introduce with its Purley servers that will ship in 2017.

    “This is sole-sourced, so if you are a big server maker you should be worried about this because you will pay Intel for both the processor and memory that will be bundled and not cheap,” said Eggleston who was chief executive at Unity Semiconductor, a developer of resistive RAM chips.

  • New Senior Housing Raises Concerns Supply Will Outpace Demand From Baby Boomers
    Occupancy rate for all senior housing in 31 major markets fell this spring for the second consecutive quarter, data show

    The supply of senior housing is expanding at a rapid clip in many major metropolitan areas across the Sunbelt and elsewhere, raising concerns that builders are racing ahead of demand.

    Analysts said the building spree could lead to higher vacancy rates and lower rent increases for real-estate firms that own housing dedicated to seniors.

    Shares of big U.S. companies that own a lot of senior housing have already tumbled this year as investors fret over rising interest rates. Health Care REIT Inc.’s stock is down 11% for 2015, while HCP Inc. has shed 14% and Brookdale Senior Living Inc. is down 20%, through Monday’s close. In comparison, the S&P 500 is up 2.2% for 2015.

    The potential overbuilding will likely add to the pressure on companies, analysts said.

    “The construction really hasn’t slowed, and it’s continuing to be an issue,” said Kevin Tyler, who tracks the sector as an analyst for Green Street Advisors.

    The companies have advantages that could help insulate them, including amenities such as staff nurses and higher-quality food that relatively well-heeled clients want, executives said. Their diverse property portfolios also include markets with limited construction activity.

    “You’ve got to be able to invest in your properties” to make sure they appeal to affluent customers who can afford to pay the monthly rent, said Tim Schoen, HCP’s chief financial officer.

    The wave of Americans born after World War II who will retire in coming years will expand the pool of potential clients, analysts and executives note. The Social Security Administration estimates that 9,600 people a day will turn 65 in 2015, up from 7,800 a day in 2010.

    But it is difficult to predict what type of living arrangements they will seek out as they age, and when they may need se

  • isce_ille_iste by isce_ille_iste Aug 5, 2015 10:12 AM Flag

    I would like to trust PV in his belief of capturing future business, but I'm still anxiously awaiting a lot of hopeful opportunities being turned into very real business.

    This has been literally decades in the making from my point of view.

    I want to believe, really, but am getting impatient and somewhat on the fence because of how much time, energy and resources are now at risk. I have a considerable amount committed to VICR stock.

    As a hedge in the power space, I'm now accumulating shares of POWI which has BOTH a business model with impressive results and a new product ramp and map worth noting. FWIW.

  • the stock price has gone down quite a bit over the past month.

    They also won an award yesterday, go figure:

    Vicor Corporation’s VI Chip® Bus Converter Module (BCM®) Family in a ChiP Package Named the Winner of the Prestigious UBM Canon ACE Award in the Power Category

    ACE Awards recognize Vicor’s breakthrough innovation in power conversion technology

    Andover, MA – July 24, 2015 – Vicor Corporation (NASDAQ: VICR) today announced that its VI Chip® Bus Converter Module (BCM®) family in a ChiP package has been named the winner in the EE Times and EDN 2015 UBM Canon ACE Awards in the Ultimate Products ‘Power’ category. The ACE Awards program honors the people and companies behind the technologies and products that are changing the world of electronics...

    “We are continually amazed at the level of creativity in the design, innovation and technology showcased by these award winners,” said Suzanne Deffree, Executive Editor at UBM Canon's EDN. “The ACE Awards celebrate the highest achievements in innovation and creativity in electronic design, and selecting one organization, individual or technology that stands out above the rest is incredibly challenging. We are pleased to be able to celebrate their achievements.”

    “Vicor’s VI Chip BCM product family in a ChiP package exemplifies the benefits of the Power Component Design Methodology, equipping designers to architect high performance power systems – from the power source to the point of load – using modular, building block components,” said Rob Russell, Vice President Product Marketing, Vicor Power Systems. “This honor from UBM Canon is a testament to our significant investment in power electronics innovation and our continued commitment to helping our customers achieve the highest levels of power performance and design flexibility.”

  • Let's hope Vicor can deliver the goods to the likes of Intel's growing business:

    Intel Corp. forecast sales that may exceed analysts’ predictions helped by demand for machines that handle the rising tide of digital data...While Intel has missed out on providing chips to the surging number of smartphones and tablets, its processors are the backbone of data centers needed for the applications that make those mobile devices attractive to consumers. As handheld devices have become the main way of getting online, the need for the mobile data that gives apps their functionality has soared, creating demand for servers based on Intel chips.

    The company now gets 40 percent of revenue and 70 percent of operating profit from data center processors...Intel’s data center group took over in the first quarter as the biggest provider of operating profit for the company.

    Data center group revenue increased 10 percent from a year earlier to $3.9 billion for the current quarter.

  • Vicor Agrees Distribution Accord With Mouser Electronics
    BY Midnight Trader
    09:20 AM EDT, 07/14/2015 (MT Newswires) -- Vicor (VICR) and Mouser Electronics announced a global distribution agreement that extends the reach of Vicor's worldwide sales network and provides Mouser with a new and differentiated power module solution portfolio.
    "Vicor is strongly invested in the growth and success of our distribution channel, and has aligned a robust network of regional and global partners," said Rich Begen, Vice President of Global Distribution, Vicor. "Our rapidly expanding new product portfolio requires an expansion of our global distribution footprint. Mouser will play a valuable role in this strategy due to its primary focus on new product introductions driving sustained sales engagement across its established customer base."

  • isce_ille_iste by isce_ille_iste Jul 13, 2015 7:03 AM Flag

    Rudolph Technologies Positively Preannounces Increase in Second Quarter Revenue
    Preliminary Q2FY15 revenue anticipated to reach approximately $59 million
    Business Wire Rudolph Technologies, Inc.
    21 minutes ago


    Rudolph Technologies, Inc. (RTEC), a leading provider of process characterization equipment, lithography equipment and software for wafer fabs and advanced packaging facilities, today announced that it currently expects revenue for the second quarter of fiscal year 2015, ended June 30, 2015, will be approximately $59 million, or an increase of approximately 12 percent from the first quarter of fiscal year 2015 and above the Company’s previous guidance.

    The preliminary second quarter revenue results also represent an increase of approximately 37 percent above the revenue of $43.0 million reported in the second quarter of fiscal year 2014...

78.000.00(0.00%)Jul 22 4:00 PMEDT