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Technology Stocks : Xilinx (XLNX)

XLNX 194.92

0.0%

Feb 14 4:00 PM EST

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To: Thomas G. Busillo who wrote (1183)	5/7/1997 1:42:00 AM
From: Skeeter Bug	of 3291

tom, your analysis is on the money. i have one stock up 40% from its lows about 3 weeks ago with no news and another up 50% with a decent eps release. this move isn't xlnx defying gravity but the overall market perception being exceptionally positive. xlnx closed at $51 and change just before they released eps. now it is $52 and change. nothing spectacular here. it did go through $46 and close to $54 before it hit $52. may play is that mxim disappoints this euphoric atmosphere and xlnx takes a hit from it. xlnx is good at manipulating their stock price with fluff releases. they bragged about 15% increase in q to q revs but neglected to mention that the reason they were up is because they were 15% down in the q they're comparing themselves to ;-) they also forgot to mention that net margins are down 10% y to y. this fluff doesn't last forever. steve doesn't gauge his investments or specs in one or two days. he has this thing about blowing others investments out of proportion on the negative side - it makes him feel better i guess. to each their own. again, the proof of this pudding will be how xlnx reacts to cisco's news and then mxim's anticlimactic eps release... tom, what is your take on the cap gains tax reduction? i think it is smoke and mirrors. when this becomes apparent then more downward pressure will assert itself on the high flyers. bal budget is mostly fluff, too, though it may take awhile for everyone to figure this out. we're looking at another quarter point in interest rates. lots of downward pressure in the near future. news of opening up buildings and providing training will only go so far, imho...

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