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Technology Stocks : Xilinx (XLNX)
XLNX 194.920.0%Feb 14 4:00 PM EST

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To: Eugene M O'Donnell who wrote (1048)4/11/1997 12:06:00 PM
From: Tom Todd   of 3291
 
The only thing that is sinister in the ALTR/ XLNX universe is that ALTR chose to just barely meet/ beat the street consensus. Whether they had to stretch for it, or whether they socked away for a rainy day is left to speculation. Why just meet? They've had a good run-up, have been somewhat impervious to the downward pressures of late, and probably have limited backlog visibility beyond the current month. Bets to save something for the summer quarter should that prove to be a challenge...

As for XLNX, why would we suspect anything but the same? I'll take a stance that they'll be +/- 2 cents, and give forward guidance that basically reaffirms street expectations for the coming quarter/ yr.

Just one man's opinion, Gene, but I just don't see any reason to expect any surprises from these two companies.

-tt
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