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Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

Nov 28 4:00 PM EST

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To: BWAC who wrote (5460)	9/19/2002 3:03:52 PM
From: Sarmad Y. Hermiz	of 95490

>> On XLNX. If LSI can be $6, then I see no reason XLNX can't be $6 as well. Maybe that is the problem? Well, no. LSI has big overhead fabs. And if they are running at low capacity rates, then their cost per chip is huge. But Xylinx has variable cost (no fabs, no overhead). And I think a couple days ago Xylinx indicated they will make positive cash flow. So I don't get it. I'm holding on, and have no intention of selling. But I can see it will take many months to see a recovery in prices.

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