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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Mark Marcellus who wrote (18515)	1/22/2004 12:15:59 AM
From: jeffbas	Read Replies (2) \| Respond to of 78958

Since we are considering growth stocks today, I consider XICO a short term "strong hold" and a long term "buy". The company had a good report and an even better "must listen" conference call. The company is roughly where FARO was about 4 quarters ago, in an industry that gets a better valuation. It appears that Q2 will start the breakout period, like it was for FARO in Q2 2003. My guess is that the stock will see $30's in 4-5 quarters, if the market holds up (which it probably won't). More realistically it will get to the high teens. Long term, in the next bull market, it will probably see $50-100, as it is busy creating durable competitive advantage in the high end of the analog mixed signal semiconductor chip market.