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Technology Stocks : Xilinx (XLNX)

XLNX 194.92

0.0%

Feb 14 4:00 PM EST

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To: Lewis M. Carroll who wrote (1170)	4/29/1997 10:17:00 AM
From: Skeeter Bug	of 3291

lewis, these themes definitely do not work out over night, that is for sure. xlnx's margins are down 10% from last years - even after a full 12 months of efficiency improvements and cost cutting. perhaps lu's present caused them to lower the price so that lu continued to see the "value." this is not good for a stock on helium. it will only get worse when others join the fray. xlnx is safe for the moment. hey, flat to down yty revenues for over 12 months and the a stock price $15 higher is pretty darn good performance. but, touty management - a management that highlights 15% q to q rev growth while neglecting to equally highlight that revenues were up a paltry 1.5% yty, fails to mention that eps were down yty and doesn't even touch yty falling margins is most definitely touty - can only support a stock price so long. the last 12 months have been crap for xlnx - unless you think down eps is good for a 35+ pe stock. best of luck if you are long. the last two days have provided a nice bounce from the massacre on friday...

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