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

To: Black-Scholes who wrote (2283)	4/23/1999 1:37:00 PM
From: Lucinos	Respond to of 3291

Actually the thing is more complicated. What I heard is that Xilinx had more orders than they could deliver for their new products in the last quarter. As you may know, Xlnx new 0.25 products are mostly produced by UMC/USIC. Apparently, the yield over there is not good enough. I tentatively guess XLNX is having the same problem that AMD is facing now. Just the AMD's issue may be more severe than XLNX's since XLNX is only owning a quarter of the USIC fab. Anyway, I wish my guessing is wrong, or it can be fixed by them in the near future. Lucinos