Xicor ? Message Board - Msg: 12582958

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Technology Stocks : Xicor ?

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To: jeffbas who wrote (2825)	1/15/2000 1:52:00 PM
From: Joseph K. Medici	Read Replies (1) of 2920

Jeff, SEMI is a monthly news bulletin for the semiconductor community. It highlights important industry information and SEMI events. I know you have been an investor in Xico for 10+ years and I thought you would appreciate their latest projections. Long Range Projections: The majority of top semiconductor companies will get revenue from 3 or less products. Fragmentation and conversion of fabbed semiconductor companies to a fabless/foundry structure will be complete. Foundries will produce 40 -50% of chips. Fabless semiconductor companies join the ranks of the top 10 semiconductor companies. IMO, Xicor's transition as an IP(intellectual property) from a fab/producer to service comm. chip applications is the right place and the right time. Wall Street apparently also agrees.

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