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Technology Stocks : Xilinx (XLNX)
XLNX 194.920.0%Feb 14 4:00 PM EST
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To: Dan Spillane who wrote (1256)6/11/1997 7:16:00 PM
From: Joseph G.   of 3291
 
Dan, that's quite a leap, don't you think? Why not buy Exxon because Nokia's handsets use plastic materials used from oil? I'd think it is more likely they were upgraded on a 2% bottom line projected gain because they increased net margin by stopping to buy expencive XLNX chips, having replaced them with cheaper custom logic chips in this more mature product cycle stage.

From XLNX Sept 97 "news" you refer to:
<<Xilinx FPGAs provide a revolutionary alternative to custom logic chips that require weeks or months of design time>>

Now, weeks and months later, they already have cheaper and easier to use custom logic chips ready.

Joe
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