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

To: steve olivier who wrote (2718)	12/12/1999 7:13:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 2920

Steve, note my reference to "same level" as to valuation relative to ATML -- as for example 4 X Sales. I don't believe XICO will ever achieve the same dollar valuation. As I pointed out in the post, I am ambivalent about the level. ATML has the track record for sure and normally should be accorded a higher level (and has been). However, because of the outside fab leverage, it is possible that XICO may grow sales more rapidly on a percentage basis in the future than ATML. If they show signs of doing so the stock might achieve a higher valuation level than ATML. What do you think?