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Technology Stocks : Xicor ?
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To: jeffbas who wrote (2188)6/22/1999 1:26:00 AM
From: steve olivier  Read Replies (1) of 2920
 
Have to disagree with you on this one Jeff. Good market and industry conditions alone will not lift a stock 100% unless there is also something good going on at the company. I can site you numerous times in the last 5 years when the SOX exploded and xico did nothing. I would tend to agree with RAM's and your rising boat theory if the stock had lifted slightly off its low. However, this move is more than a sympathy move.

As for Q2 results, I don't think you are giving enough consideration to the operating leverage here. Stable ASP's and lower Yamaha costs are going to significantly improve the margins. That may be what Raphie had in mind when he said on the Q1 cc "In the not too distant future we will have margins any company would be proud of". However, no use debating it now, we will know soon enough. In the mean time the stock is going up and I don't see that changing any time soon.
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