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Kim Bolton Xilinx Inc XLNX-Q COMMENT Jun 12, 2019

Big data recommendation? On the hardware side, you have the chip manufactures and communication companies. On the processing side, he recommends XLNX-Q. On the software side you have cloud and data analytics. He recommends EQIX-Q. He thinks there will be more consolidation. He also likes ADBE-Q.

Kim Bolton

Owned

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$107.940

Stock price when the opinion was issued

electrical electronic

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PAST TOP PICK

(A Top Pick Dec 14/18, Up 53%) They are leaders in the field of programmable gateway array chips. Developers can customize the chips. They have taken 1/2 of their position. They will be buying back at $100. - 110.

COMMENT

TXN or others? He owns some semi-conductors like NVDA and XLNX. He does not own TXN. If you want yield, he would suggest INTC.

PAST TOP PICK

(A Top Pick Jan 22/19, Up 3%) One of his few semi-conductor holdings. They are the leader in integrated circuits. They are perfectly designed for 5G deployment and data centres. It is priced to perfection, as his target is $121.

TOP PICK

It is a laggard. They pioneered field programmable gate arrays. They are now back to trend and the risk/reward looks pretty good. (Analysts’ price target is $108.10)

PAST TOP PICK

(A Top Pick Jan 22/19, Up 2%) There are the leader in programmable chip technology -- this fits well with autonomous driving. He will stick with it.

COMMENT

Rumour of AMD buying Xilinx AMD would really benefit for Xilinx which makes great chips for autos, defence and telcos. Buying Xilinx would expand AMD's exposure to these sectors and their overall market. The deal is good, but only at the right price--if it happens. The AMD CEO is great. If the deal happens and AMD sells off, then he would buy.

BUY

He can't wait for the AMD deal to close. Likes it.

BUY

AMD has the weakest balance sheet among the semis, but is entering a deal with Xilinx to diversify away from PCs against a resurgent Intel. Xilinx, also, sells chips to different markets--cars, aerospace, healthcare. This deal makes sense.

PARTIAL SELL

The Xilinx-AMD merger, which is supposed to close by year's end. Whoever owns Xilinx will make a lot of money. He recommends AMD over Xilinx, because he doesn't like arbitrage risk. Take some profits on Xilinx.

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Kim Bolton Xilinx Inc XLNX-Q COMMENT Jun 12, 2019

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