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Technology Stocks : Vicor Corp. -- Ignore unavailable to you. Want to Upgrade?

To: Lhn5 who wrote (106)	2/4/2000 7:20:00 PM
From: Michael Graham	Respond to of 118

IMO, over reaction to not meeting analysts estimates. They were expected to do .16. They did .13. Last year was .08. (if I recall). No reason for the stock to drop 50%. Mike

To: Lhn5 who wrote (106)	2/5/2000 9:13:00 AM
From: Ghassan I. Ghandour	Read Replies (1) \| Respond to of 118

Larry: Somebody on the Yahoo thread who listened to the CC posted that a mention of one big customer (also competitor who is infringing on a patent by VICR) has canceled his order at the last minute during the quarter. It looks that they intended to hurt the company and its stock - maybe they are the one who had to pay money to Vicor as they lost a case of patent infringement in the past. At any rate, VICR had a one time write down of $900. Without the write down the company made .15 a share (only .1 short of consensus estimates). Robertson-Stevens, it seems, has reiterated a "buy" on the stock according to a post on Yahoo. I think he had a "strong buy" with a target of $56. Did he lower it to just "Buy"??? The company is, IMO, the best I ever followed. It has one of the best balance sheets I ever saw. I was just lucky being completely out of the stock the day earnings were going to be announced. I did not like the trading pattern prior to earnings so I sold at $41 3/8. I bought some back to early the next day, at the close, at 32 and 7/8. Then I bought again yesterday at 24. I intend to rebuild double my previous position at today's price. So, I do think of this fall in price as a gift from God. At $23 VICR is only back to where it startes its run up after the previous earnings so, it only gave back the expectation of a blowout quarter. The future outlook for the present year, based on the family of new products, is still intact IMHO. Sincerely ... Ghassan.