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Technology Stocks : Xilinx (XLNX)

XLNX 194.92

0.0%

Feb 14 4:00 PM EST

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To: Lewis M. Carroll who wrote (1372)	8/29/1997 12:06:00 AM
From: Dan Spillane	of 3291

Either PLDs or ASICs must be consumed to support the networking and computer industries. It's very unreasonable to believe that Altera, Xilinx, LSI, and others are all going to have shortfalls, particularly as order strength picks up for fourth quarter. The truth is, Altera loaded up customers with inventory. Xilinx didn't do this. As far as I know, LSI didn't do this. Summer is slow in Europe. Cabletron hasn't been doing well, and a few others haven't either. Despite this, everything isn't going to hell as some would hope to believe. Dan

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