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Jim Cramer - Mad MoneyXilinx IncXLNXCOMMENTOct 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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$120.94

Stock price when the opinion was issued

$195.50

As of Feb 11, 2022. Market Open.

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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.

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.

BUY

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

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.

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 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.

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.

COMMENT

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.

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.

WAIT

Yes, still a good buy. Allows programmers to program a chip, and they have a great moat around that. Great opportunities in computers, networking, and storage. His price target was $122, and now it's over that. Took profits, and has a smaller position now. Can probably pick it up cheaper at $110.

BUY

They make FPGAs. Programmable logic devices. It is a blank sleight over which you can create logic. It was originally a military technology. This is the only company left in this field. Military projects are classified. This technology will probably remain for some time. The market is rightly rewarding this company for being well positioned.

TOP PICK

Up 26% last year while the SOXX ETF was down 8%. They excel because they lead in making programmable chips--big into cars and data centres. They're the darling of the 5G network deployment. (Analysts’ price target is $89.96)

SELL

(Market Call Minute) Likes the space, but other names are preferred.

DON'T BUY

This is one that is getting hit with the NASDAQ slide. He has a model price of $24.42 and would consider buying at $17.60.

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