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Technology Stocks : Xicor ?
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To: steve olivier who wrote (2129)4/22/1999 12:13:00 PM
From: jeffbas  Read Replies (1) of 2920
 
What I liked:

-All the Yamaha improvements are still ahead of us, but are here now.
-A gradual trend toward higher margin products, over and above the improving cost issue.
-The German relationship looks smart.
-Very interesting to hear the name of Lucent and IBM mentioned. In and of itself that suggests maybe there is hope for the company.
-All of the eventual improvement in Japan is ahead of us.
-All of the eventual value of C7 is ahead of us.

What I did not like:

-C7 manufacturing process is just now sampling its first product. What
has taken so damn long. Is this going to be another DSP that turns out to be beyond their capabilities?
-Vishay has delivered nothing on DCP chips after quite a long time. That was supposed to be an important product line. What is going on
and what are they doing about it?
-The first two points being symptoms of a continuing "never delivering on past promise" syndrome.
-Their position is so weak that despite the good things they still are very dependent on an acceptable semiconductor environment.
-Their new product development is evidently still quite weak as the projected percentage of sales from high end products will increase slowly.

I am sure I have left something out, but that is what comes to mind.
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