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

To: Lewis M. Carroll who wrote (1965)	10/6/1998 3:07:00 PM
From: uu	Read Replies (1) \| Respond to of 3291

Lewis: Dont be too upset with Michael for his idiotic claims of XLNX trading in the teens (or heck as he claims now in single digits)! Like I have said in the past and I wished he would give me a straight answer I wished I knew what it is that he is smoking! He seems to have very exciting and interesting out of body experiements. Regards, Addi Jamshidi

To: Lewis M. Carroll who wrote (1965)	10/6/1998 6:03:00 PM
From: Scott Violette	Read Replies (2) \| Respond to of 3291

Lewis, Altera did cook their books with distribution channel stuffing. They have repented and fixed their books, but I am leery of management that surfs the line like that. What else are they cheating at that we have not caught yet? Main reason for not investing Altera. Other reason is that Xilinx's stuff is better. Xilinx on the other hand has always had traditional conservative accounting and revenue recognition practices. For Xilinx, I challenge Mike to show me otherwise.