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Technology Stocks : Xicor ?
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To: steve olivier who wrote (2567)9/21/1999 8:23:00 PM
From: jeffbas  Read Replies (1) of 2920
 
The product news certainly helped. Aside from my specific comments on YAHOO on the announcement, it raises some other interesting questions.
My recollection is that mechanical potentiometers is a $700 million market. I would bet a 25 cent Xicor DCP that there is a large amount of that market that can be reached by that price.

Furthermore, it is apparent from the availability dates that the pricing was designed with a six inch fab in mind. With Sanyo's fab
they might even be able to do better. I would like to know if someone like Dallas has a competitive product or not.

I think the evidence is slowly trickling in that Xicor's older strategy of high cost, lower volume proprietary products (that were required to cover the costs of Milpitas) may be evolving into one of low cost, very high volume products suitable to modern outside fabs
with large production capacity. If they can do reasonably well with this, I can see a $250 million sales company within 3 years with a market cap of 2-3 times sales -- try $25-35 on the stock!

By the way, you know my temperment - buy at a very good price and do nothing for years (and sometimes too long). To my surprise, I felt very comfortable adding a little the other day at 5 7/8 and 5 3/4,
and still do.

With respect to Taiwan, if I am correct that Xicor gets no products or services from there this can only be a plus. The whole market may tighten even further as no one will want to gamble that his business
won't be affected -- we might get a surge in inventory stockpiling if
it appears that there might be continuing problems.
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