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Politics : Formerly About Advanced Micro Devices

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To: muzosi who wrote (121217)7/30/2000 7:35:35 PM
From: tejek   of 1574767
 
OT

Muzo

Both XLNX and ALTR are good companies.....from what I can tell, its always been XLNX that has had the edge. However recently ALTR seems to have taken over...it just entered the S&P or one of the Russell indexes, and there was a much better reaction to ALTR's recent earnings report than XLNX's. Nonetheless they seem to perform similarly and I don't think you would go wrong with either one if your choices were only those two.

However I am not sure that either is a good pick for a long term hold only because chip stocks are so cyclical and therefore up and down alot....just last year, both stocks were trading in the 20's and 30's presplit.

In my 401 I am putting stuff like CSCO, SUNW, EMC and GE....stocks that have proven that they can continue to go up on a regular basis over the long haul. So far,the only chip stock I know of that is like them and has smoothed out the chip rollercoaster effect is Intel.

That'a my opinion...you might want to get more.

ted
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