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

To: L.B.Nguyen who wrote (2218)	2/4/1999 6:18:00 PM
From: Bilow	Read Replies (2) \| Respond to of 3291

Hi L.B.Nguyen; I think the Xilinx Altera spread has been a bargain for months, but the other way. For all my bitching and groaning about the Xilinx tools, Altera is the one that is in trouble, as the new Xilinx Virtex silicon is just too sexy for most engineers to resist. I am sure they will have their Virtex design software under control by this summer, and they are going to pick up a lot of market share in FPGAs. In addition, they are picking up share in EPLDs, already. But what do I know... -- Carl

To: L.B.Nguyen who wrote (2218)	2/4/1999 7:21:00 PM
From: Joe Pirate	Respond to of 3291

>>I can't believe the spread between ALTR and XLNX is ~$24. I can't believe you judge ALTR and XLNX based on their share price spread. Everyone I talk to says the same thing, XLNX is ahead of ALTR.... ALTR has more shares outstanding than XLNX and with this in mind, both companies have the same MARKET CAPITALIZATION of approx. 6 BILLION. In the past 1.5 years, XLNX was trailing ALTR by a large factor based on MARKET CAP. Now XLNX has closed the gap (wall street interpretation) and subsequently the share price of XLNX was raised and ALTR lowered to maintain equal market caps since the earnings and growth are basically similar.. So, shorting XLNX because it is 24 points higher than ALTR is a BAD indicator !! Rather, you should be guessing where the market is headed in the next few months. Adios! Ameego! Pirate P.S. I think I know who you really are ? Maybe! hee!