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

To: shane forbes who wrote (1729)	5/31/1998 9:54:00 AM
From: Thomas G. Busillo	Read Replies (2) \| Respond to of 2389

Shane, other than the aforementioned rumors and general market weakness - no. That kind of vol. on XLNX is atypical. ALTR's been weak since they filed their 10-Q a few Friday's ago. They mentioned concern over the rev. mix between mature & newer products. The statement IMHO was ambiguous, considering the statements made by management at the time of their last earnings report in which they seemed to give the impression that the rev growth from new products was poised to make up for the lack of rev. growth from mature lines. Kind of raises the question - when is a statment in a 10-Q a boilerplate/common sense (i.e. given the product cycles, naturally you'd want to keep an eye on the rev. mix) forward read v. a genuine red flag? XLNX was just a nightmare from the long side all week. I barely got out of one long pos. at break-even, and like a stubborn mule fought the tape again and got totally shelled on Friday. I'm out, but after the total butt-whipping I received, I'm more inclined to either let things play out or enter short on any bounce. Good trading, Tom