Xicor ? Message Board - Msg: 12266984

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Technology Stocks : Xicor ?

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To: steve olivier who wrote (2721)	12/13/1999 12:11:00 AM
From: jeffbas	Read Replies (1) of 2920

Would we ever! MXIM is selling at 16X last quarter annualized sales, and LLTX at 19X. Note this article: biz.yahoo.com Forecast sales growth in the industry of 25%, 31% and 28% for 2000, 2001 and 2002 respectively (up from 15% this year), with wireless (which is important for Xicor) a favored area. While we are dreaming, if Xicor had the industry growth rate (which it historically has not), concentrated in new specialty chips that catch people's attention, and acquired a P/S of 10 (much lower than MXIM and LLTC but much higher than ATML), sales for the third quarter of 2002 would be over $60 million and the stock price would be around $100. Although I believe this is unlikely to happen, I think this analysis serves a useful purpose in defining an upper bound target that suggests that sellers now will be very sorry -- with just how sorry yet to be determined.

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