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Technology Stocks : Xicor ?
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To: steve olivier who wrote (2111)3/22/1999 8:44:00 PM
From: jeffbas  Read Replies (1) of 2920
 
Lowest power DCP, from the lowest priced stock semiconductor manufacturer still in business.

Steve, you are dead right. Until this company can deliver 10 million chips that cost $3, to replace 10 million that cost a buck, the company and the stock are not going anywhere. More efficient production or more volume of $1 chips just won't cut it, whether made at Yamaha or not.

An historical observation. That was the most important fundamental warning sign that I missed when the stock was $13. Klein talked frequently in those days about increasing the proportion of proprietary products, getting the gross margin up to near 50%, and working on DSP -- and some of us bought it. However, I
recall never seeing any product stream of higher priced chips.

We have to see the announced product stream BEFORE the company can do materially better. (I hope Bruce is listening.)
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