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

To: Lewis M. Carroll who wrote (2204)	1/20/1999 10:36:00 AM
From: Charlie Smith	Respond to of 3291

Lewis: Two comments. 1. My estimate of fair value is $95, using a FY2001 estimate of $2.75. 2. Japan and ROW will recover at some point in next two years, IMO, so that should kick in when current boom in networking/telecom flattens out. Tough not to take some off the table, but I'm still regretting dropping MSFT a year ago because it hit "fair value". XLNX has not quite the franchise, but close. Charlie

To: Lewis M. Carroll who wrote (2204)	1/21/1999 9:22:00 AM
From: Lewis M. Carroll	Read Replies (1) \| Respond to of 3291

From Briefing.com: 08:51 ET Altera Corp. (ALTR) 69: Programmable logic chip maker reported Q4 net of $0.45 a share, three cents above the First Call mean, vs yr-ago earnings of $0.38. Morgan Stanley Dean Witter downgrades issue from "strong buy" to "outperform," citing valuation. Firm says prefers Xilinx (XLNX) in sector. ALTR shares indicated 3 3/4 lower this morning. Awww - so much for that sympathy rise they enjoyed yesterday. XLNX intra-day high was 87 yesterday - holy crap!