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

To: Lewis M. Carroll who wrote (1993)	10/20/1998 4:58:00 PM
From: uu	Read Replies (1) \| Respond to of 3291

Lewis: > I am a bit disappointed with the earnings and the sequential > growth - despite the +0.01 to consensus. If you read the earnings you'd notice it is an excellent report. The company beat the estimates by 4 cents (the had a one time 3 cent charge which had already been taken into account in the revised estimates). At a time when Aisa is of such a big concern and especially during Company's slowest time of the year, XLNX reports an outstanding earnings and that in my opinion is worth (at the minimum) holding the stock for a while longer, (or as the case maybe with me buying more shares if I can find the cash soemwhere!). Regards, Addi Jamshidi

To: Lewis M. Carroll who wrote (1993)	10/21/1998 10:18:00 AM
From: joe smith	Read Replies (1) \| Respond to of 3291

lewis, we are playing xlnx from different sides(long and short), but your reasons for selling are why i always play this one short when it approaches the 39-43 range. there has been essentially no groth for the last 7 qtrs. it may be longer but i dont have that data. when the markets are stable people will bid it up and it will stay near the top of its trading range. lots of volatility in the market these days. we are slamming into the top and bottom of the trading range at a increased rate. i am inclined to think that we will break the range to the downside on one of the two ensuing downturns. i may be wrong as that happens a lot, but when wall street tires of flat groth and a pe approaching 30, this will cruise thru 30 like a hot knife thru butter. addi and some others are very bullish and that can act as a set of blinders. glad you saw the light. its still a great company and should be around for a very long time. they generate cash every qtr and arent in danger of going out of business. i just think its time the street looks at what they have become, a mature company deserving of a pe closer to 10-15 than 30. js