Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Xicor ? -- Ignore unavailable to you. Want to Upgrade?

To: Drygulch Dan who wrote (2329)	7/16/1999 12:49:00 PM
From: Drygulch Dan	Respond to of 2920

The use of ALTR in my referenced post today is indicative of my exceptionally poor day-to-day timing! No day trader here! I hear Altera even met earnings expectations in their release yesterday. Maybe its good not to have analysts following the company.

To: Drygulch Dan who wrote (2329)	7/16/1999 8:29:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 2920

Drygulch, I note that DS said "in fiscal first quarter, Dallas, Texas-based Dallas Semiconductor shipped 10 million of the battery pack chips and sees the total market at about 50 million per quarter." Does this suggest to you that Xicor could be a day late and a dollar short to the battery market? It also looks as if XBGA may now have company with Atmel. This raises my perennial issue. Xicor is now so small relative to its competitors that it does not seem to have the resources to do much but enter markets already occupied by large competitors (DS on battery mgmt products and DCP) or lose its lead in no time (ATML on chip scale packaging). Does "me too" work in this business? Do you have a view as to how they can possibly succeed in markets with competitors that now can spend 5 - 10 times as much on R&D? (I'd love to see management address this on a conference call some time.)