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

To: Dan Spillane who wrote (1598)	12/4/1997 7:56:00 PM
From: Tan Tran	Respond to of 3291

: Two other tech companies just now pre-announced strong : sales for the current quarter...Ascend and 3Dfx...the : first is a networking company and the second is PC-related. Hi Dan, Can you post URL to news on these pre-announcement ? Thanks, Tan

To: Dan Spillane who wrote (1598)	12/5/1997 1:53:00 AM
From: Thomas Scharf	Read Replies (1) \| Respond to of 3291

The word I get from talking to insiders in the IC distribution business here in Silicon Valley is that XLNX sales are currently flat or down in terms of $$$. Unit sales are good. Much of this has to do with the lower cost and pricing on the new generation parts. Short term performance will depend very much on the profit margins. I wouldn't expect much because marketing costs are always high during new product introductions. Looking to the long term, the new generation parts are getting lots of design wins which is good, but these take 6-12 months to turn into volume sales as the products finally reach market. Efforts are being made to break the ALTR lock on the complex PLD (as opposed to the FPGA) market in the communications industry (csco,bay,asnd, etc.). The main hurdle is getting past the natural tendency of designers to re-cycle older designs with minor tweeks rather than starting over with a new family of devices. Many CPLD's are used in applications where this makes perfect sense. Some inroads may come with the soon to be released 3.3V CPLDs. To summarize my views: Short term (next 3-6 mo.) XLNX is a trader's stock. Long term investors should accumulate on weakness. <$33 is good. There appears to be stron support at $30. DISCLAIMER: Everything said here is either hear-say or simply my opinion. Y'all know what they say about opinions <g> Regards, Thomas