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

To: Sherman Chen who wrote (2222)	2/5/1999 1:37:00 AM
From: Joe Pirate	Read Replies (1) \| Respond to of 3291

>>Listen to the previous replies about the spread. The two companies >>aren't perceived as the same anymore, and for good reason. ALTR - MKT-CAP = ~6 Billion XLNX - MKT-CAP = ~6 Billion 6 Billion = 6 Billion Simple math. Both companies are perceived by wall street as being equal. Only SMART investors would buy both companies.... Pirate

To: Sherman Chen who wrote (2222)	2/5/1999 2:33:00 AM
From: L.B.Nguyen	Read Replies (1) \| Respond to of 3291

Sherman, are you the Sherman I used to work with at TP ? ps: Covered my 500 shares at 77 a while back. I am looking at going long on NMGC at the moment. It has all the conditions for a big come back, huge outstanding shorts, expected beating estimate, >40% drop in the last few weeks..... Shorting XLNX is just an enticing idea. pss: thanks guys for good informations. Yes I do notice ALTR is having a hard time to hangon to its gain and XLNX is very quick to return to 80s during the last two weeks. However, going long XLNX at this price is just too pricy for me.