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Technology Stocks : Xilinx (XLNX)
XLNX 194.920.0%Feb 14 4:00 PM EST
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To: ken Su who wrote (1323)7/17/1997 8:19:00 PM
From: Albert Mou   of 3291
 
Well, XLNX short estimate one cent, ALTR above estimate one cent. I guess that's all it counts. ALTR's sequential earning growth was a nicer picture than XLNX, so the street honors them 37 forward P/E while XLNX only deserves 27. One thing I couldn't comprehend is that XLNX always had poorer margin than ALTR. Historically, XLNX was selling at premium than ALTR. This is the first time two stocks having such a large gap, I expect it to narrow back.

P. S. Street may have too much confidence on XLNX's old CEO. So, they don't have much on the current CEO.
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