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

To: steve olivier who wrote (2602)	10/14/1999 6:45:00 PM
From: jeffbas	Respond to of 2920

But should we expect any material sales increase from last quarter? I was under the impression that last quarter was helped by some end-of-life product sales bumps, which won't recur. Note that the 1/3 of production from Yamaha in today's release means a decent improvement is more or less baked in the cake.

To: steve olivier who wrote (2602)	10/14/1999 7:24:00 PM
From: Ram Seetharaman	Read Replies (1) \| Respond to of 2920

I haven't sold any of my semis/chips. Except SVGI, they are all winners. I am going to ride XICO to the teens. KLIC is looking very attractive too. Even SVGI is attractive if you are patient - at $ 10+ the stock is a joke! I rode SSTI from $ 3 to $ 17. XICO has been a very pleasnt surprise for 1999. For 2000 and 2001, we can bet on the semis/chips. I don't know when XICO reports, but I have no whisper or consensus number on it as of today! If you look at the hiring and perks thrown for Electrical Eng. and Computer Science professionals, this boom will last for a while. Even marketing folks are getting handsome perks and offers.