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Technology Stocks : Xilinx (XLNX)

XLNX 194.92

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Feb 14 4:00 PM EST

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To: Dan Spillane who wrote (1328)	7/18/1997 1:09:00 AM
From: Ken Muller	of 3291

Dan: Sorry, didn't get the details on the conference but I expected it to be similar to Altera's call. I went out to dinner with my girlfriend. From my end, I am seeing the rate of unit growth slowing in the FPGA market (both in disty and OEM accounts). There are a number of reasons for this. If you are interested you can e-mail me. With continuing price erosion on selling prices, I just don't see how these guys can maintain significant earnings growth. I am back into writing SMALL numbers of naked call options on Altera. I think I had a better time with my girlfriend than I would have had listening to the conference call. Regards, Ken

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