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Jim Cramer - Mad Money Xilinx Inc XLNX-Q COMMENT Oct 09, 2020

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.

Jim Cramer - Mad Money

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$120.940

Stock price when the opinion was issued

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COMMENT

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(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)

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(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.

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.

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : hello@stockchase.com.

Jim Cramer - Mad Money Xilinx Inc XLNX-Q COMMENT Oct 09, 2020

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