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Technology Stocks : Xilinx (XLNX)
XLNX 194.920.0%Feb 14 4:00 PM EST

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To: Skeeter Bug who wrote (1325)7/17/1997 7:46:00 PM
From: Ken Muller   of 3291
 
Sketter Bug:

I just had a chance to review the sequential quarterly numbers for Xilinx. They offer an interesting comparison to Altera's numbers.

Xilinx incremental sales from quarter to quarter and year to year are yielding a higher profit % of revenue. This is what you would expect based on economies of scale. However, in my Altera post, I pointed out the Altera incremental sales are yielding less % profit on revenue.

It appears Altera was willing to accept below margin business to increase revenue. What do you think?

Regards,
Ken
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