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Technology Stocks : Vicor Corp.

VICR 89.65

-0.4%

9:30 AM EDT

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To: Alan A. Hicks who wrote (93)	7/18/1999 1:02:00 AM
From: John B. Dillon	Read Replies (1) of 118

Alan, I missed the first part of the conference call, but was connected for all of the questions (including yours) and answers. What I think I heard was enough. We are at the beginning of a major new business cycle. A brief summary is below. Vicor expects to grow revenues 30 to 40 % for the foreseeable future and profits will follow. Even without the introduction of any new products they feel comfortable with these rates. Book to Bill was 1.07, and they had a surge in demand for Gen two bookings which increased 250%. They stressed a number of times not to expect this percentage increase for Gen 2 next Q. Gen 1 products are surprisingly strong and they see no reason to cut prices to secure additional business. Yields for Gen 2 are at 80% which is better than where they were for 1st Gen at a comparable time in its product cycle. Capacity for 2nd Gen products is expected to double this quarter and they think they can keep up with demand. 2nd Gen represents approximately 10% of sales. Backlog is at $48.5 million. I will appreciate your comments and if you heard things differently. jd

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