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 (2010)	10/21/1998 11:33:00 AM
From: Charlie Smith	Read Replies (1) of 3291

Addi: My previous comments notwithstanding, I'm no short term bull on XLNX. In fact my guess is that the stock will retest the low $30s before it breaks out to the upside. Comments here about no growth for 7 quarters are essentially correct, though I think long term bearishness is misplaced. Rapid cycle time is the differentiating characteristic of winning companies today, and PLDs are essential for getting the next hot product out the door on time. Turning the "hot knife" thru butter on its head for a minute, I think Wall Street is actually pleased that XLNX is able to maintain flat numbers in such a tough environment for tech, and is willing to be patient. Charlie

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