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

To: steve olivier who wrote (2129)	4/15/1999 12:49:00 AM
From: jeffbas	Read Replies (1) \| Respond to of 2920

My guess is that we may see some small sign of improved fundamentals but losses that continue to horrify people - like the $.26 loss I am projecting for the current quarter. In that case, the stock will have trouble holding advances in any kind of market setbacks and your strategy of buying carefully is the right one. I also want to see some product announcements that improve the odds for next year, so the company is less dependent on commodity price level improvement -- which no one should pay up for.

To: steve olivier who wrote (2129)	4/22/1999 12:13:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 2920

What I liked: -All the Yamaha improvements are still ahead of us, but are here now. -A gradual trend toward higher margin products, over and above the improving cost issue. -The German relationship looks smart. -Very interesting to hear the name of Lucent and IBM mentioned. In and of itself that suggests maybe there is hope for the company. -All of the eventual improvement in Japan is ahead of us. -All of the eventual value of C7 is ahead of us. What I did not like: -C7 manufacturing process is just now sampling its first product. What has taken so damn long. Is this going to be another DSP that turns out to be beyond their capabilities? -Vishay has delivered nothing on DCP chips after quite a long time. That was supposed to be an important product line. What is going on and what are they doing about it? -The first two points being symptoms of a continuing "never delivering on past promise" syndrome. -Their position is so weak that despite the good things they still are very dependent on an acceptable semiconductor environment. -Their new product development is evidently still quite weak as the projected percentage of sales from high end products will increase slowly. I am sure I have left something out, but that is what comes to mind.