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

To: Skeeter Bug who wrote (2112)	12/7/1998 12:26:00 AM
From: Sherman Chen	Read Replies (1) \| Respond to of 3291

skeeter bug, i know they have been saying "next quarter" for a while now, but i think the institutions are actually beginning to believe it. This run up has been on big volume, and I think everyone is looking forward to resumed growth next year. In the meantime, it does look way ahead of itself, at least based on trailing p/e. I might even consider a small put position if it gets much higher, but I definitely want to be long again before next earnings announcement. Or maybe I'll go long and hedge with some ALTR puts. I read somewhere that XLNX is taking some market share back from ALTR, but of course that info was disseminated by XLNX so you can choose to believe it or not.