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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Don Lloyd who wrote (64012)7/5/1999 1:20:00 PM
From: Knighty Tin  Respond to of 132070
 
Don, You are probably right on Xilinx.



To: Don Lloyd who wrote (64012)7/5/1999 2:19:00 PM
From: Skeeter Bug  Read Replies (1) | Respond to of 132070
 
don, do you think xlnx is totally immune from demand cycles? i agree you outlined their use well. however, the credit bubble may be causing folks to bring more products to market more quickly and in greater amounts.

r&d is probably also stimulated by excess cash - in turn helping xlnx.

i don't think xlmx is immune.