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Technology Stocks : Xilinx (XLNX) -- Ignore unavailable to you. Want to Upgrade?


To: SemiBull who wrote (2898)12/17/2002 11:55:14 AM
From: SemiBull  Read Replies (1) | Respond to of 3291
 
8:20AM Xilinx March qtr appears strong - JP Morgan (XLNX) 21.85: JPM met with mgmt from ALTR and XLNX, and said both co's remain comfortable with calendar Q4 rev guidance; in addition, checks indicate XLNX's March qtr is at or ahead of firm's rev est of up 3% QoQ (about $295 mln), and that XLNX's backlog is higher at this point vs the previous qtr; firm believes XLNX's biz is recovering quicker than its competitors due to its superior product positioning at OEMs such as CSCO, EMC, ERICY, and IBM.
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