i just found this doing my ah stuff. i see you are already on top of it though. thats going to help my 57% ndx shorts but hurt my 20% semi sector longs
4:26pm 12/08/04
Xilinx sees Q3 sales, inventory worse than expected (XLNX) By Chris Kraeuter
SAN FRANCISCO (CBS.MW) -- Xilinx (XLNX) expects fiscal third-quarter sales to drop 5 to 8 percent sequentially, compared with a previously targeted decline of 2 to 6 percent. Also, inventory is expected to increase again during the quarter, hitting 170 days from its previous target of 156 days.

2005...the year of the shorts and small dogs.