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Technology Stocks : Xilinx (XLNX)

XLNX 194.92

0.0%

Feb 14 4:00 PM EST

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To: Sherman Chen who wrote (2012)	10/21/1998 12:28:00 PM
From: w2j2	Read Replies (1) of 3291

cc notes: Generic caution because the company has high (65%) turns orders. (customers no longer hold any inventory) mainstream and advanced products show 47% growth mainstream .5 -.6 micron = 44% of revenues advanced <.35 micron = 21% of revenues base >.6 micron 23% revenues support and software = 12% revs top 15 products average ASP's up 3.5% days sales outstanding 43 vs 47, expect a range of 45 to 50 decreased accounts receivable by 3.8 mil to 74 mil spent 52 million on stock buy back calendar 98 spent 176 million on stock inventory up 2.3 million due to new products inventory days flat at 90 worldwide inventory days down to 75 from 90 Sept quarter traditional slow quarter. new product growth up 30% sequentially more revenues from advanced products than all competitors combined cpld 9500 grew by 41% sequentially the only company to grow cpld marketshare this quarter 69% revenues in north america 4000x product line very strong Europe seasonally weak, will resume in October Japan will not get any worse....? any better strong July, weak August, better than expected September datacom sales doubled year to year because the 4000x has the speed and density needed infrastructure sales remain very healthy (telecom, networking, data) introduced 5 new products in 2 months vertex product at 200 mhz speed is double any competitor now programmable logic can be the centerpiece of the board, at the heart of the networking device. web-enabled software to help customers design products. java "" "" next quarter is short (11 weeks) uncertain economy +++ new product momentum October going very well expect 3% revenue growth sequentially, hoping for high single digit sequential revenue growth. margins will be stable at 62% loss for BMC will be 1.2 million, the break even in January quarter Several analysts congratulations on good quarter dramatic growth in excel wins, much more than expected "we are clearly gaining mkt share" due to new products we will continue to outgrow the industry No weaknesses in infrastructure orders: Telecom slight improvement Datacom good improvement Networking strongest growth (Excel product)- expanding market + book to bill more companies will replace ASIC with pld's (excel) hope for high single digit quarterly sequential revenue growth for nest couple of years

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