Xicor ? Message Board - Msg: 11979399

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Technology Stocks : Xicor ?

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To: steve olivier who wrote (2659)	11/18/1999 1:28:00 AM
From: jeffbas	Read Replies (1) of 2920

Steve, I am skeptical that anyone will initiate coverage until after a fab writedown announcement, assuming that we get one. However, it would make sense to be the first one on the block to cover XICO once strongly positive results for 2000 are then in the bag. On your $.75 2000 estimate, general reasoning makes me wonder if you might have been conservative? The last quarter would have been roughly .15 without fab depreciation. That is a run rate of 60 cents, before higher sales, larger % of proprietary products, higher gross margins from 2 other fabs coming on line, C7 for more products. Am I missing something here?

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