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Technology Stocks : Wind River going up, up, up! -- Ignore unavailable to you. Want to Upgrade?

To: Allen Benn who wrote (8700)	10/24/2000 2:47:15 PM
From: lkj	Read Replies (1) \| Respond to of 10309

Hi Allen, Isn't it true that most of the high end FPGAs are used in the telecom and networking markets. If networking processors such as the ones offered by Intel and IBM are going to take over the networking market, wouldn't FPGA be loosing its most lucrative market? Reconfigurating FPGAs through software has been done for many years. I don't see how the Xilinx/Wind alliance changing anything. Regards, Khan

To: Allen Benn who wrote (8700)	10/24/2000 7:20:15 PM
From: Peter Church	Read Replies (1) \| Respond to of 10309

>>>The recent sell-off in both of these two companies provided a wonderful opportunity to establish positions in these well-positioned companies.>>> Hi Allen, With regard to XLNX and ALTR's fall two weeks ago, could it also be that the market for telecom really is slowing down as Cramer suggests in this article: thestreet.com "Both of them (XLNX and ALTR) have a very good read on short-term business concerns, so when the analysts go negative, it is usually because near-term business has gotten poor. Secondly, if near-term business is poor, that bodes poorly for networking equipment stocks..." I don't want to come back next year with explanations about why WIND has performed below expectations like we did last year in the aftermath of the Asia Crisis. Sitting on cash short term would have been be wiser if you could predict the outcome. It seems to me that the telecommunications market is off balance now. My only question is whether WIND has the growing power to succeed where others are flailing in what looks to be some slow growth in the networking industry ahead. Given that WIND was vulnerable to an negative economic environment last year, wouldn't it be just as susceptible in 2001? I would greatly appreciate your help in evaluating this negative force and market risk. Or maybe it's anyone's guess right now. But, I certainly think it bears appreciation at this juncture. Thanks---Peter