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

To: steve olivier who wrote (2799)	1/7/2000 3:12:00 AM
From: Wall Street Jr	Read Replies (1) \| Respond to of 2920

Given the price action on the stock the last two days with the NAZ tanking, it is good to know that we are sitting on a stock based on value. XICO saved my portfolio a bit. But it seems that when the market turns back up, funds and momentum will go back to the high flying stocks and XICO will start to languish and move up a fraction. Hopefully it continues to move up even at fractions. I hope that the event from 1997, if my memory is correct 01/08/97, when XICO pre-announced and the stock tanked and continued downwards does not happen this time. We have one day left. With no news tomorrow, I'll be adding to my position right at the close.

To: steve olivier who wrote (2799)	1/7/2000 10:05:00 AM
From: jeffbas	Read Replies (1) \| Respond to of 2920

Steve, good info. If I had to pick only one Xicor point to make to a new investor I would pick the following, which is my one sentence reason for buying/owning the stock - which every investor should be able to do for every stock owned: "The fundamentals have improved dramatically under new management and in the continuing strong semiconductor industry environment the significant under-investment in Xicor by institutions will be substantially corrected, with significant additional increases in the stock price." I really believe that, despite my occasional cases of nerves caused by having nearly 40% of my stock money invested here and knowing that because of my age, investment experience and training as an actuary this is too much concentration risk.