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Technology Stocks : Xilinx (XLNX)

XLNX 194.92

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Feb 14 4:00 PM EST

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To: Bilow who wrote (2148)	12/23/1998 5:28:00 AM
From: Skeeter Bug	Read Replies (1) of 3291

>>Rather than refer to someone's opinion as "naive", I would prefer to use the somewhat more flattering description of: "wrong."<< ok, ok. i can go with wrong. ;-) the pc demand paradigm is falling apart. ingram micro warned and hwp lowered prices up to 20% and toshiba reduced laptops 14%. intel is roaring - though eps are still below 1996 levels. putting 2 and 2 together - asking a lot of today's "investor" - there is a HUGE inventory buildup. can't wait until somebody stands up and say "inventory correction from hell" in a crowded fund manager meeting ;-)

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