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

To: Jacob Snyder who wrote (63027)	4/19/2002 2:07:11 PM
From: Cary Salsberg	Read Replies (2) \| Respond to of 70976

RE: "...don't they also apply to XLNX?" I don't believe so. JDSU, EMC, and XLNX all have been affected by customer issues. Already, XLNX has demonstrated sales improvement which is strongly attributed to demand for improved product. JDSU and EMC, much more so EMC, have competitive issues. XLNX is in a better competitive position than JDSU and a MUCH better position than EMC. XLNX has a MUCH broader market than JDSU and a MUCH healthier one, financially. It is possible that both JDSU and EMC could achieve greater growth and profitability than XLNX, but, I believe, objectively, their expectations are far lower than XLNX.