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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Michael Bakunin who wrote (57028)	4/22/1999 6:18:00 PM
From: Knighty Tin	Respond to of 132070

mb, Yeah, but Xilinx's revenues are not make believe and to be paid in 2005. <g>

To: Michael Bakunin who wrote (57028)	4/22/1999 6:42:00 PM
From: Alias Shrugged	Respond to of 132070

Thanks Mike. I hope they push the stock pretty hard tomorrow.

To: Michael Bakunin who wrote (57028)	4/22/1999 8:01:00 PM
From: gbh	Respond to of 132070

Xilinix missed; Mike, missed what? XLNX exceeded estimates by .02. Reported .26, expected .24. The .26 number is full diluted and doesn't include a one time charge of 3.6M in the Q. Perhaps the "miss" you are referring to includes this charge. BTW, I met with a XLNX Area Sales Director today, and its not likely our company will be doing any more ASIC designs. The Virtex family of parts will satisfy all our design needs at prices very competitive with low to mid range ASIC designs. I'd say this is very typical for many, many communications equipment companies. The markets for their and Altera's products is basically exploding. Be very careful shorting/putting these companies. I own no position in XLNX or ALTR. This is just a first hand opinion of a XLNX user. Gary