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Technology Stocks : Altera -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (2314)3/10/2005 11:03:59 AM
From: Kirk ©  Read Replies (1) | Respond to of 2389
 
"The research firm raised the target price on Altera to $21 from $19. "

At least BofA thinks it is now fairly valued.

Interesting that is is so "negative" on the sector but has MXIM with a target of $50. That would be a nice gain from $43.

Does BofA have a target for XLNX?



To: Proud_Infidel who wrote (2314)3/10/2005 1:42:43 PM
From: Cary Salsberg  Read Replies (6) | Respond to of 2389
 
RE: "...company spending plans for calendar 2005 is likely to limit operating margin improvement in coming quarters."

Is there a problem here? Should "operating margin" improve? Do "spending plans" mean R & D for new products?


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