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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: uu who wrote (26029)	11/6/1998 10:44:00 AM
From: Skeeter Bug	Respond to of 70976

addi, i mispoke on lgndw. it is up 140%. seems xlnx isn't up that much ;-) hey, my only issue with xlnx is that business sucks. this obviously isn't enough to keep a lot of money from snatching up shares, but it does concern me. i also follow dram and the argument for dram price increases is that everyone is converting to logic chips. the logic chip guys say business is great with no mention of massive increases in competition that will drive up supply. there is a logical disconnect. somebody be lyin', as they say. xlnx is near $50? my goodness. i learned from mu that the heard thunders beyond all reason. i saw xlnx at $60 and it hasn't grown in about 2-3 years. if you think business is getting better over the next 2 years or so you are dead wrong, imho. if you think the stock price will go up, well, it will until it goes down. it will eventually go down hard, though, so make sure you sell those shares. even if they aren't up 140% with 2 pending ndas ;-)