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

To: joe smith who wrote (2100)12/4/1998 5:38:00 PM
From: Lucinos  Read Replies (1) | Respond to of 3291
 
Hi Joe,

If you have a chance to look at some other semi companies, such
as RMBS, BRCM, QLGC, and VTSS, then you will realize XLNX is so
cheap by comparing the PE values of those companies. So, don't
rush to short XLNX and ALTR at this moment. They are still
very much undervalued from a bull's perspective.

PL.



To: joe smith who wrote (2100)12/5/1998 12:20:00 AM
From: Sherman Chen  Read Replies (2) | Respond to of 3291
 
joe, the key point is, XLNX is poised to grow again. The past two frustrating years of flat earnings is over, IMO. I am hoping to get back in in the low 50s or high 40s, but I might not get the chance the way it's been going lately. There's been a lot of buying on very high volume the last couple of weeks.


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