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

To: A. A. LaFountain III who wrote (2298)	4/27/1999 2:01:00 PM
From: Bob D	Respond to of 3291

DLJ Maintains BUY Rating....... "New products grew 50 % to contribute a record 35% of revenue." ....."Benefiting from the end of suppressed business inactivity in Asia and a fundamental recovery in the programmable semiconductor segment". "We expect these trends to continue through C1999". Dated 4/23/99 and released 4/26/99.

To: A. A. LaFountain III who wrote (2298)	4/27/1999 4:52:00 PM
From: Sherman Chen	Read Replies (2) \| Respond to of 3291

Thanks for explaining your rating system. When did you issue the target price of $30 which you are basing the downgrade on? Was it your 12-month target price from several months ago, or is it an updated target price factoring in the most recent earnings announcements? Seems a bit low, considering the growing contribution to earnings of Xilinx's new product lines. TIA

To: A. A. LaFountain III who wrote (2298)	4/27/1999 6:54:00 PM
From: Stefan	Respond to of 3291

After doing this for over 20 years, I have come to believe that discipline is more significant than either blinding insight or undue reliance on what I refer to as "snippet du jour." Tad you are absolutely correct on this. I am working on my discipline in investing but like an alcoholic I slip once in a while and that is when I lose most. I see that you are well disciplined analyst, what is your secret that keeps you sane in this market and sticking to the rules you have set? Any tips are welcome.