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Technology Stocks : Xilinx (XLNX)
XLNX 194.920.0%Feb 14 4:00 PM EST
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To: A. A. LaFountain III who wrote (2310)4/28/1999 9:18:00 AM
From: Charlie Smith  Read Replies (1) of 3291
 
Tad:

Line width shrinks lead to a large increase in die per wafer and reduced PLD prices - Already underway, with the shift to 0.25-micron just the start and the prospect of 0.18-micron offering even more of the good stuff;

XLNX story is spelled E L A S T I C I T Y. On the most recent conf call, Roelandts touched on the rich vein of ASIC business these new geometries will allow XLNX to mine. Combine this with a diverse customer set, and you get the best of both worlds: broad based growth.

Charlie
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