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

To: Joseph K. Medici who wrote (2744)	12/23/1999 3:22:00 PM
From: John William Anderson	Respond to of 2920

I agree Joseph. We are back where we were in June 1997. Does our rise mean we will repeat the fall just as in 1998? Or do we see more built in value than before? XICO will be no longer dependant on the fab and may reap benefits from overseas production. Before accepting your rising tide theory, perhaps we should take the time to count good stuff and bad. Time to count our blessings?...the rise in semiconductor demand, for one.

To: Joseph K. Medici who wrote (2744)	12/23/1999 3:55:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 2920

Joseph, your key issue of "where is the foundation for technological or market leadership?" is also my key issue. I think we have part of the answer in a sound new sales/marketing team that hopefully will develop product ideas that the market will want. The next part is joint design/development with their fab partners. If these efforts deliver product/sales results the stock will double from here at least. If they don't, well then we are back to a rising tide lifting all boats.

To: Joseph K. Medici who wrote (2744)	12/23/1999 5:22:00 PM
From: steve olivier	Respond to of 2920

I posted earlier this morning that they might run XICO up at the end of the day and they did. SNDV and TUCK on the bid all day and both followed it up. I am sorry Joseph, but I have to take issue with you calling this a rising tide lifts all boats move. The move to fabless, the increasingly better operating results, and the SNDV coverage, should be enough for you to see the difference from last time. However, it is not my mission in life to defend the stock. If you really believe that this is a rising tide lifts all boats move, then by all means you should sell your stock. SNDV and TUCK were on the bid all day and will probably be there Monday. I am sure they would love to buy your shares. Everyone have a Merry Christmas.