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Technology Stocks : Exar: any opinions
EXAR 12.990.0%Jul 14 5:00 PM EST

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To: Gary Gilbert who wrote ()4/30/1996 6:15:00 PM
From: Udayan Mukherjee   of 118
 
The positive thing about Exar is that its margin is increasing as
it is able to shed some of its low margin low R&D storage business.
However its stock performance has disappointed me for last one
year (yes I am a patient but "getting frustrated" shareholder). Also
Exar is buying back lot of its shares - I am not sure whether this
is the perfect use of cash for a Hi-tech comapny in this research
intensive field.
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