Xicor ? Message Board - Msg: 10215600

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Technology Stocks : Xicor ?

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To: steve olivier who wrote (2186)	6/22/1999 12:22:00 AM
From: jeffbas	Read Replies (1) of 2920

Agree on today's action. However, I am inclined to agree with RAM on this one. I think is not company specific. Note the following (and my response) which of all places appeared on the Value Investing thread: Message 10203235 Message 10203402 I stick with my view that the SIA report significantly reduced the probability associated with bad outcomes for the marginal players that have survived. They are now catching up. I expect no surprises on the numbers for the quarter. I do expect some nice comments on the CC. We got them on the last call with the new fabs and the volcano and IBM/LU references, and I see no reason for them to be less sanguine now.

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