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Technology Stocks : Xilinx (XLNX)

XLNX 194.92

0.0%

Feb 14 4:00 PM EST

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To: privatesmith who wrote (1605)	12/12/1997 2:17:00 PM
From: Lucinos	Read Replies (1) of 3291

Hi, Lehman Brothers released an article at 2:50pm on 12/11. It can explain the recent stock movement of XLNX. Here is the highlights on the report. (1) Estimates shaved, but orders are strong, story on track, buy reaffirmed. (2) XLNX has 5% of its busisness in Asia and 10% in Japan. XLNX orders in Japan are up. Korea is surprisingly strong. However, Europeis down but pick up through the quarter. (3) backlog has increased significantly through the quarter and book to bill is greater than 1. (4) estimate Dec at 0.38 (down from 0.39), FY98 (march next year) at 1.58 (down from 1.60), and FY99 at 2.05. (5) Xlns could face further price declines as investors digest industry deceleration and Asia's financial crisis. But, we believe the group will move up in Feb 98. (6) Buy affirmed. Xilinx is amoung the top quality chip companies and we view the current price range as a major buying opportunity. I hope they are correct on the future of XLNX. P. L

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