Xicor ? Message Board - Msg: 10555700

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Xicor ?

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: jeffbas who wrote (2338)	7/18/1999 4:44:00 PM
From: steve olivier	Read Replies (1) of 2920

Jeff, I would agree that xicor as had difficulty competing with their peers in the past due to their more complicated manufacturing process. I will also say that xicoi's number one problem from day 1 has been being able to produce cost effective chips. However, now that they are committed to the foundry model, those problems will very soon be behind them and that is why I am so bullish on the stock. Also,keep in mind that ATML has branched off into many other areas over the years and that is why they have grown and been more profitable, whereas xico has stayed basically with EEPROM. But that is going to change too. Additional note: My previously posted estimate on the quarter doesn't reflect any special charges should they decide to write off the fab this quarter.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next