Xicor ? Message Board - Msg: 12195039

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Technology Stocks : Xicor ?

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To: jeffbas who wrote (2690)	12/5/1999 9:49:00 PM
From: steve olivier	Read Replies (1) of 2920

Jeff, Why limit the comparison to ATML. Given the direction ATML is going and the fact that eeprom is only a small part of their business, I don't know if it is really a good comparison. Yes they both started off as eeprom companies, but ATML evolved into something much bigger. Since XICO really wants to be an analog / mixed signal company, why not compare them to LLTC or MXIM? They have TTM sales to MC's of 20+. Now, XICO doesn't deserve that kind of valuation until they prove themselves with year after year of top line growth, but they deserve more than 2.1. How much more? That will depend on how fast they can grow the top line. I would say 3-5 times TTM sales would not be unreasonable.

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