Xilinx (XLNX) Message Board

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Technology Stocks : Xilinx (XLNX)

XLNX 194.92

0.0%

Feb 14 4:00 PM EST

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To: uu who wrote (1992)	10/20/1998 4:50:00 PM
From: Lewis M. Carroll	Read Replies (2) of 3291

As much as I would like to see a big pop from the earnings release, I suspect XLNX will fall tomorrow - unless their conference call is very positive. I am a bit disappointed with the earnings and the sequential growth - despite the +0.01 to consensus. The $0.36 consensus had already been revised downward. After today, neither XLNX nor ALTR has reported a blow-out quarter or big top-line growth. Investors will assume their end market isn't growing and take out the premium built into these stocks. I am long on XLNX and was hoping for a good report to cause a pop to sell. Unless someone posts info from the conference call that is very positive, I will probably sell at open tomorrow unless my attitude changes after sleeping on it. The last several trading days for these two have been a big rally and XLNX and ALTR may have over-corrected given that neither shows big-time top-line growth. Hopefully I am wrong.

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