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Technology Stocks : Xilinx (XLNX)
XLNX 194.920.0%Feb 14 4:00 PM EST
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To: Mr.Manners who wrote (2334)5/20/1999 11:22:00 AM
From: Lewis M. Carroll  Read Replies (1) of 3291
 
OK folks, despite being long, XLNX still scares me at this kind of pricing. Tightening bias not helpful. What we need is Q1 results to be announced and to be good, and for management's guidance to be positive.

XLNX left backlog on the table in Q4 and it's looking like they'll do the same in Q1. That problem needs to be fixed quickly or the 6 mo lead they have over ALTR will evaporate as customers get pissed about not getting parts.

My finger's hovering over the sell trigger...
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