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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: BWAC who wrote (5460)	9/19/2002 3:03:52 PM
From: Sarmad Y. Hermiz	Respond to of 95953

>> On XLNX. If LSI can be $6, then I see no reason XLNX can't be $6 as well. Maybe that is the problem? Well, no. LSI has big overhead fabs. And if they are running at low capacity rates, then their cost per chip is huge. But Xylinx has variable cost (no fabs, no overhead). And I think a couple days ago Xylinx indicated they will make positive cash flow. So I don't get it. I'm holding on, and have no intention of selling. But I can see it will take many months to see a recovery in prices.