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Hittite Microwave Corporation (HITT) Message Board

isce_ille_iste 23 posts  |  Last Activity: Jul 22, 2014 9:39 AM Member since: Jun 17, 1998
  • Reply to

    October patent trial

    by bridgejumper08 Jul 15, 2014 1:34 PM
    isce_ille_iste isce_ille_iste Jul 22, 2014 9:39 AM Flag

    I would take $20, thank you very much . . .

  • Reply to

    October patent trial

    by bridgejumper08 Jul 15, 2014 1:34 PM
    isce_ille_iste isce_ille_iste Jul 15, 2014 7:33 PM Flag

    I thought the Texas SynQor hearing was scheduled for July?

  • isce_ille_iste isce_ille_iste Jul 3, 2014 5:19 AM Flag

    It's worth a listen...

  • Reply to

    Did any one else notice the spike in volume...?

    by trip67cam Jun 27, 2014 5:51 PM
    isce_ille_iste isce_ille_iste Jun 30, 2014 1:57 PM Flag

    Could coincide with PV purchases?

  • Reply to

    Annual Meeting

    by valuationstockinvestor Jun 20, 2014 10:16 AM
    isce_ille_iste isce_ille_iste Jun 22, 2014 7:41 AM Flag

    Anyone?

    The stock price movement sure didn't suggest anything good happening...

  • POWI is partnering with QCOM and will be very successful. Vicor should plug their expertise into the same quick charge approach to car charging outlets. Just a thought...

  • isce_ille_iste by isce_ille_iste Jun 18, 2014 7:17 AM Flag

    As I said, it's common for externally-managed REITs to have conflicts of misalignment and given the fact that Five Star has common ownership in the external advisor and the tenant (Five Star), I find the association to be troubling. Remember, external management incentives are aimed to increase assets under management and that typically leads to higher remuneration. (This snapshot is Five Star Insiders - source is Yahoo Finance):

    I can clearly see the potential for the conflicts of interest in Five Star negotiating a suitable, stable long-term economic arrangement with SNH (and RMR, the management company). Why should these parties expose themselves to ongoing charges of self-dealing, and why does SNH have such a large exposure to a non-investment grade credit?

    When looking at just GAAP data, Five Star appears to be a profitable company (see FAST Graph below); however, when you factor in the true amount of capital invested in the company, you can see that the company actually makes negative economic earnings. In reviewing the company's off-balance sheet debt, Five Star's ROIC is around 6%, less than its weighted average cost of capital (or WACC).

  • isce_ille_iste by isce_ille_iste Jun 13, 2014 8:44 PM Flag

    Can anyone comment on these as compared to Vicor's?

    06/13/2014
    SynQor Announces its New Line of High Power Military COTS Quarter Bricks

    Boxborough, MA – SynQor, Inc. announces the release of its Military Commercial-Off-The-Shelf (COTS) EXA Series of isolated and fully regulated DC-DC Converters. This new EXA Series offers up to 300W of power in a quarter brick package. These highly efficient (95% at full load), high power density DC-DC converters have a 28V nominal input voltage (16-40Vin range with a 50V transient for 1 second). They are offered in five different output voltages: 5V, 12V, 15V, 28V and 50V. Each output voltage has a wide trim range of +10% to -50%. The converters also feature a fixed switching frequency that provides for predictable EMI performance. SynQor's new quarter bricks are designed to meet MIL-HDBK-704, MIL-STD-1275 and MIL-STD-461 when paired with our MCOTS EMI filters. The Mil-COTS product line has also been qualified to MIL-STD-810.

    This ruggedized encased package with an industry standard pin out is ideal for meeting the Military's "Size, Weight and Power" (SWaP) requirements. The EXA Series converter is a leading embodiment of SWaP in DC-DC brick power technology.
    Size: 1.54" x 2.39" x 0.50"
    Weight: 3.3oz
    Power: Up to 300W

  • Any thoughts?

    Common Stock 06/11/2014 P 25,000 A $ 7.382 9,700,480 D
    Common Stock 06/12/2014 P 18,874 A $ 7.632 9,719,354 D
    Common Stock 06/13/2014 P 13,539 A $ 7.75 9,732,893 D

  • Reply to

    Proxy Statement

    by floridafisherman52 Jun 13, 2014 8:21 AM
    isce_ille_iste isce_ille_iste Jun 13, 2014 12:51 PM Flag

    I concur with your thoughts and have a similar sense for FVE future. There is some underlying value greater than the stock price is now, but it will take someone who is willing to work at unlocking the value other than the parties who now have a conflict of interest in developing and yielding more for others than themselves… I have a significant holding and will follow closely...

  • It's a power full business on the horizon. Let's hope Vicor can be a vital part of making it happen…

    New York Times 6.12.14

    The Era of Cloud Computing
    By QUENTIN HARDY
    Analysts estimate that over the next six years 90 percent of new spending on Internet and communications technologies will be on cloud-based technology…

  • Reply to

    Tripling Size of Company

    by valuationstockinvestor Jun 10, 2014 3:49 PM
    isce_ille_iste isce_ille_iste Jun 11, 2014 9:45 AM Flag

    What $ range of risk do you think is associated with Synqor suit?

  • Reply to

    Tripling Size of Company

    by valuationstockinvestor Jun 10, 2014 3:49 PM
    isce_ille_iste isce_ille_iste Jun 10, 2014 9:25 PM Flag

    The dynamics of the stock price lately sure don't reflect a belief in anything like a tripling of the business anytime soon… It should be very interesting to see if they've made any progress with growing the business at the upcoming stockholder's meeting.

  • Reply to

    Tripling Size of Company

    by valuationstockinvestor Jun 10, 2014 3:49 PM
    isce_ille_iste isce_ille_iste Jun 10, 2014 5:03 PM Flag

    Q3 2013 Results call transcript on October 22, 2013:

    Don McKenna - D.B. McKenna & Co.
    Following-up on some of those questions. Back at the end of 2011 or beginning of 2012, I’m not really sure, when it was. You had a goal of TRIPLING the size of the company in five years. And I know this wasn’t contended to be a straight line effort, but it seems like we got off a little bit of a slow start on that but what’s going on now, do you see that as a possibility again?

    Patrizio Vinciarelli - Chief Executive Officer
    It’s more than possibility, that’s what we are focused on achieving it and to clarify for the audience the fact that we have setback with respect to the timing of that objective. As you might recall as I’m sure you recall, there were two specific developments that handicapped us for a while.

    One was setback with supercomputing applications, particularly the cancellation of the Bluewater project which cost us 10s of millions of dollars in revenues. Also well as dinging on the in the defense market, historically Picor has had a significant dependency on defense applications and I will tell you what’s been happening in the general space.

    So this has been a purpose form of source that hit us over the last year in particular. And as we had too much do in the past like go back to the time of the bursting of the telecom bubble where we have 70% dependency son communications applications. So with DC-DC converter bricks and we have to make and have a nice appraisal of where we would go from there...

  • Reply to

    2013 Annual Meeting in Boston

    by valuationstockinvestor May 30, 2014 3:18 PM
    isce_ille_iste isce_ille_iste Jun 9, 2014 12:40 PM Flag

    Someone seems to be dumping chunks of shares today shortly before the annual meeting next week? Not a good omen?

  • isce_ille_iste by isce_ille_iste Jun 9, 2014 8:37 AM Flag

    Analog Devices to Acquire Hittite Microwave Corporation

    ADI expands RF portfolio with acquisition of microwave and millimeter wave leader - ADI reaffirms third quarter financial guidance

    Chelmsford, MA 06/09/2014 -
    Analog Devices, Inc. (NASDAQ: ADI), a global leader in high-performance semiconductors for signal processing applications, and Hittite Microwave Corporation (NASDAQ:HITT), an innovative designer and manufacturer of high performance integrated circuits, modules, subsystems and instrumentation for RF, microwave and millimeter wave applications, today announced that the two companies have entered into a definitive agreement whereby ADI will acquire Hittite for $78 per share in cash. The closing price of Hittite’s common stock on June 6, 2014 was $60.56 per share.

  • isce_ille_iste by isce_ille_iste Jun 2, 2014 9:43 AM Flag

    Ventas Buying American Realty Capital Healthcare Trust For $2.6 Billion
    Comment Now Follow Comments

    The nation’s biggest healthcare real estate investment trust is about to get even bigger: Ventas, whose portfolio specializes in seniors housing communities and medical office buildings, announced Monday morning that it is paying more than $2 billion to acquire the American Realty Capital Healthcare Trust, a healthcare REIT operated by the same firm behind New York City’s REIT and the largest publicly-traded net lease REIT, American Realty Capital Properties.

    Ventas said Monday that it will acquire ARC Healthcare in a stock and cash deal worth $2.6 billion, or $11.33 per ARC Healthcare share, a figure that marks a 14% premium over ARC’s closing price on Friday. The two companies said that ARC shareholders will have the option to elect to receive either 0.1688 Ventas shares (at $67.13 per share) or $11.33 in cash for each share of ARC Healthcare common stock they own. The cash offer, however, has a 10% cap of ARC Healthcare’s outstanding common stock.

  • isce_ille_iste isce_ille_iste May 25, 2014 5:26 PM Flag

    Sounds very good AW. Let's hope they make it happen...

  • isce_ille_iste by isce_ille_iste May 21, 2014 6:42 AM Flag

    Vicor Corporation Launches New ChiP-Based DCM(TM) Converter Modules
    New ChiP-Based DC-DC Converters Provide up to 1244 W/in3 Power Density and up to 93% Efficiency

    Vicor Corporation Launches High Density (HD) Bricks
    The New HD Brick Series Provides 51% Greater Power Density at up to 94% Efficiency

  • Reply to

    Ghassan

    by valuationstockinvestor May 14, 2014 12:08 PM
    isce_ille_iste isce_ille_iste May 14, 2014 3:50 PM Flag

    I'm not Ghassan, but I just added a few shares today to my already bloated position. Time will tell if this is a good move or not. I hope it is...

HITT
78.00+0.05(+0.06%)Jul 22 4:00 PMEDT

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