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Technology Stocks : Xilinx (XLNX)
XLNX 194.920.0%Feb 14 4:00 PM EST

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To: Charlie Smith who wrote (1628)1/20/1998 5:06:00 PM
From: Scott Violette  Read Replies (1) of 3291
 
What is your read on earnings?

Huge runup today.

$0.40 EPS versus better than consensus of 0.38 but elminate currency effect and EPS were lower than estimate.

Gap up tommorrow? Hold steady? Drop?

I think that all of the Asia hysteria has been factored in. I think the earnings were positive. The increase in software seats looks really good for forward sales.
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