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Politics : Ask Michael Burke

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To: Skeeter Bug who wrote (64019)	7/5/1999 3:38:00 PM
From: Don Lloyd	Read Replies (1) of 132070

SB - (do you think xlnx is totally immune from demand cycles? i agree you outlined their use well. however, the credit bubble may be causing folks to bring more products to market more quickly and in greater amounts. r&d is probably also stimulated by excess cash - in turn helping xlnx. i don't think xlmx is immune.) No, but xlmx is innume. -g- My point was simply that XLNX has only an indirect tie to consumer products. From a business point of view, the only way any semiconductor mfgr (not semi equip) is in current difficulty is if it is heavily dependent on PC's. (processors, memory, any graphics or network chip loser) From a stock point of view, they are virtually all priced as if the June Q's results (probable recovery sequential growth peak) will be sequentially extended throughout at least CY 2000. Any stock price puncturing from a purely business POV, probably won't come until the January reports, but the vulnerability to the overall market is already extreme. Regards, Don

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