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Technology Stocks : Xilinx (XLNX)

XLNX 194.92

0.0%

Feb 14 4:00 PM EST

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To: w2j2 who wrote (1419)	10/9/1997 7:18:00 AM
From: Skeeter Bug	of 3291

walter, i think a 1/3 purchase at a 20 pe would be ok. i like to pick off companies that trade at an 8-15 pe that will grow at 20+%. i got into gems at an 8 pe, if you can believe it. sold 50% over $20 in three months (all the while explaining why xlnx investors were nuts ;-) i bought back my full position at $14.75 and will add more if i can get som at $15. i expect $20+ before the year end. 90% probability, imho, that they earn their $0.24 or better this q as they didn't pre-announce. IF paging turns around then $40+ is very reasonable. btw, part of buy low / sell high has to do with pe expansion (the seetest and fastest appreciation there is! :-) when you buy these high flyers, then a good dose of drugs is required to expand pes. especially when growth sucks and is getting worse, not better. management bs only goes so far and this game woulda ended 4 qs ago in a rational market.

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