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Technology Stocks : Altera
ALTR 53.61+1.3%Jul 7 5:00 PM EST

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To: Bret Masterson who wrote (439)10/9/1996 6:57:00 PM
From: Jeff Gibbons   of 2389
 
Bret, I'd say your comments make a lot of sense for ALTR. But XLNX warned last week and after dropping 3 points on that warning is now up 7 from that low point to be up net 4 before today's close and ALTR's comments. Some of that recovery preceded the BTB. The only thing I can guess is that there might have been some non-public comments regarding XLNX that have made the XLNX situation more positive than their public comments last week. Just a guess.
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