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Technology Stocks : Vicor Corp.
VICR 89.58-0.5%Oct 28 3:59 PM EDT

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To: John B. Dillon who wrote (72)1/12/1999 4:56:00 PM
From: Ghassan I. Ghandour  Read Replies (1) of 118
 
John;

Here are three out of the many reasons why I like VICR as a long term investment (it used to be also good for trading but not anymore as of lately)

1. The balance sheet is one of the best I have seen for any company of about the same size. Never had one quarter loss since I have been following it. The latest slowdown in earnings was completely anticipated by the company and analyst. The extent of the fall in price was not.
2. The new family of products is a technological breakthrough. That is why it is taking so long to perfect. The company has the right people to get it to perfection. I KNOW they will be successful.
3. The company's business depends a lot on Japan and the European economies. Whereas Europe has been doing fine, Japan is just coming out of trouble in the financial sector. With the improvement in the Japanese economy, VICR should benefit greatly. Add to that the improving outlook for semiconductors equipment manufacturers.

These were my two cents...

Go VICR...

Ghassan.
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