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Technology Stocks : Xilinx (XLNX)

XLNX 194.92

0.0%

Feb 14 4:00 PM EST

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To: Skeeter Bug who wrote (2288)	4/26/1999 1:35:00 PM
From: Lewis M. Carroll	Read Replies (1) of 3291

Let's do some math boys and girls: Going by XLNX fiscal quarters (year ends March) and considering revenue growth: Q2->Q3 7% Q3->Q4 7% Guidance for Q1 is (in Wim's words) "growth at least as good as Q4" Q4->Q1 7% Assume things don't get any better but don't get any worse - throw out the fact that XLNX is just starting to reap the benefits of the superior product position since Jan 98 and "advanced products" growth is huge (>100% in Q4) and now amounts to about 50% of revenues (numbers may be off a bit - going from memory): Q1->Q2 7% 7% per quarter growth compounds to 31% per year. 6 months is in the bag, and bookings in Q4 pretty much locked up Q1 so let's say 9 months is in the bag. I'd say XLNX is delivering 30% per year. Still, is expensive to buy if you are a daytrader. So's ALTR now though. I'm long XLNX and holding now.

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