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Technology Stocks : Xilinx (XLNX)

XLNX 194.92

0.0%

Feb 14 4:00 PM EST

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To: A. Edwards who wrote (2462)	3/14/2000 8:06:00 PM
From: Maverick	Read Replies (1) of 3291

ML:XLNX Winning the Race to Copper; Raising Estimates Merrill Lynch's Excerpts follow: Investment Highlights: ú Our checks in the channel indicate that Xilinx will shortly be introducing the industry?s first programmable logic devices (PLDs) based on copper interconnect technology. We believe this introduction places the company six-to-twelve months ahead of the competition in deploying copper-based devices. ú Additionally, our checks indicate that the company is seeing a particularly strong Virtex-E product ramp, particularly at wireless network infrastructure suppliers. In fact, we believe Xilinx has gained superior product positioning over the competition at virtually all of the wireless infrastructure suppliers with its Virtex and Virtex-E devices. ú Given our belief that the company is in the very early stages of a strong new product cycle, its flawless execution in new product introductions, and strength in core networking and telecommunications end markets, we look for an acceleration in design wins and bookings moving forward. Accordingly, we are raising our F01 revenue and EPS estimates from $1.31 billion and $0.94 to $1.36 billion and $0.97 and our F02 estimates from $1.71 billion and $1.21 to $1.76 billion and $1.24. We reiterate our intermediate and long-term Buy ratings on XLNX. Fundamental Highlights: ú These 0.18 micron copper-interconnect devices ? extensions of the Virtex-E family ? raise the bar on performance and memory capability of Xilinx?s highest-density, highest-performance PLDs, making them ideal for bandwidth-critical networking applications. ú We believe these devices will be sampling soon and already are being designed in at major networking and telecommunications customers. We expect a formal product announcement early next quarter. ú This rollout of copper-based products continues Xilinx?s track record of flawless new product execution and pave the way for the company?s next generation of PLDs ? named Virtex-II ? that are slated to be produced on a 0.15 micron, copper-interconnect process and should be available in the second half of C00.

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