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To: Lucinos who wrote (23663)8/11/1999 3:51:00 PM
From: ALTERN8  Respond to of 27307
 
Yes and COMS is very nicely valued to take advantage of that, low P/E and the company is not going away, not to mention the biggest array of networking products. I bought some for my conservative IRA account yesterday.



To: Lucinos who wrote (23663)8/11/1999 4:11:00 PM
From: -  Read Replies (1) | Respond to of 27307
 
XLNX is an FPGA company... belongs in the semiconductor segement. They sell into a zillion different markets...

Nice run in the stock. It's twin/arch-rival is Altera (ALTR).

What's amusing me is Broadcom (BRCM). Because of the "com" in the name, every guy on Wall Street thinks it's an internet stock. So, it actually trades like one! It's a chip company.

Steve


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