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Technology Stocks : Xilinx (XLNX)
XLNX 194.920.0%Feb 14 4:00 PM EST

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To: Stefan who wrote (2285)4/24/1999 9:14:00 PM
From: Charlie Smith  Read Replies (2) of 3291
 
Stefan:

Stock is certainly not cheap, but it is trading on FY01 estimates of $1.50 and the assumption that historic EPS growth rate of 25% is intact. A three or four year up cycle would put earnings in the $2.85 range by 2003. This is a much safer assumption, IMO, given their diverse customer list and long term record, than buying AMZN at an infinite multiple on the hope that it will someday make money.

Charlie
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