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Technology Stocks : Vicor Corp.

VICR 89.65

-0.4%

Oct 28 9:30 AM EDT

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To: Alan A. Hicks who wrote (75)	2/2/1999 9:56:00 AM
From: John B. Dillon	Read Replies (1) of 118

Alan, My broker is going up to take the plant tour that you referred to. He also believes that management now feels that they have something to show off. I love the VICR story. I work for a small company that manufactures very specialized telecom equipment. We have a need for products like VICR's power supplies with small size and low power. Also, I ran VICR by our senior design engineer and now it is by far the largest position in his portfolio. The recent $21,000,000.00 award is great news. This means their patents are viable! You are right about the time for the design win to turn into production quantities. The good news is once VICR is designed in they will be in for a long time. To top it off I recently read a report from HC Wainwright and Co. and they believe that VICR has the ability to grow at 40% a year for 5 years. With an aggressive growth rate and a stock with little float when VICR goes it will go fast and high. If we get half that growth rate I will be very happy. Now is the time for VICR to go!! jd

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