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Technology Stocks : Xilinx (XLNX)
XLNX 194.920.0%Feb 14 4:00 PM EST
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To: Skeeter Bug who wrote (1065)4/15/1997 9:46:00 PM
From: Charlie Smith   of 3291
 
Skeeter:

Watch the sequential sales growth. ALTR reported 12%; XLNX should do at least that in a quarter where many of their networking customers were purchasing very cautiously. Breadth of customer end-markets has always been a big plus for programmable logic cos. This quarter should be another good example of that. Gross margins should push 63 percent, as I don't think XLNX was as aggressive cutting prices as ALTR.

Regards.
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