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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 (2122)	12/8/1998 1:53:00 AM
From: Skeeter Bug	Read Replies (1) of 3291

sherman, this company is the epitome of the boy that cried wolf. does any forward guidance from xlnx have any credibility after they've been wrong for 12 qs (+- a few qs)? maybe, the bulls just want to believe. if i just click my heels ;-) here are the factors that sink xlnx's stock price near or past the lows: company specific 1. commodity chip market stays weak causing new competitors to devote more resources to xlnx type markets (ala atml). gen'l market 1. pc sell through will underwhelm even the masses. we will have lots of pc inventory corrections - few sales for a couple months. 2. y2k $$$s will be diverted to software remedies making #1 even worse. my only question is where is the top of the hill before we slide way down. i think we are close. $70 wouldn't surprise me, though. keenly watching for a downside entry point.

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