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Technology Stocks : Xicor ?
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To: steve olivier who wrote (2750)12/25/1999 11:16:00 PM
From: jeffbas  Read Replies (1) of 2920
 
Steve, if this latest stuff means that Xicor is facing real demand (perhaps for products for cell phones), does it make sense to plan to eliminate capacity (Milpitas) before the new fabs are up and running?
In a sense, could strong demand be a risk to our writedown expectations?
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