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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (63025)	4/19/2002 1:10:52 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 70976

XLNX: How come you are worried about the uncertainty of future earnings in JDSU, and the valuation of EMC, but you're long XLNX? I could repeat back to you, all the warnings you've given me; don't they also apply to XLNX? That said, XLNX's report was superb: During the March quarter, Xilinx revenues increased 20 percent sequentially revenues to grow 25 percent to 30 percent in fiscal 2003 The company said it would eliminate pro forma reporting......... starting in the June quarter.(start of a trend?) On the other other hand, as with AMAT, the good news is already in the stock.