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Xilinx's Victor Peng is betting on an innovative new chip platform to grow the chipmaker's data center and cloud exposure. And he'd consider making a big acquisition there as well.
Value stocks haven't done well in the era of easy money, with cash piling into growth names. But, that could be about to change.
The company could see ads transform into a $1 billion opportunity over time, Jefferies says.
The Dow jumped on Tuesday amid sharp declines for Facebook and Oracle.
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