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Technology Stocks : Xilinx (XLNX)

XLNX 194.92

0.0%

Feb 14 4:00 PM EST

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To: w2j2 who wrote (2007)	10/21/1998 10:06:00 AM
From: w2j2	of 3291

CEO on tv: New products doing well (26% of revenues),growing fast. This is why they did well this quarter. We are slowly gaining back mkt share from Altera. Altera doing better in Japan, because they sell lower end products. Xlnx took hit in Japan. No slowdown in Europe and North America. Very strong sales to telcos and networkers. holding up well. networking sales doubled in 1 year. Turns bookings up to 65% due to major customers do not maintain any inventory anymore. New products are our livelyhood, and we are in a new product cycle.

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