SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Xilinx (XLNX)
XLNX 194.920.0%Feb 14 4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Lewis M. Carroll who wrote (2204)1/20/1999 10:36:00 AM
From: Charlie Smith   of 3291
 
Lewis:

Two comments.

1. My estimate of fair value is $95, using a FY2001 estimate of $2.75.

2. Japan and ROW will recover at some point in next two years, IMO, so that should kick in when current boom in networking/telecom flattens out.

Tough not to take some off the table, but I'm still regretting dropping MSFT a year ago because it hit "fair value". XLNX has not quite the franchise, but close.

Charlie
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext