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Technology Stocks : Xilinx (XLNX)
XLNX 194.920.0%Feb 14 4:00 PM EST
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To: Dan Spillane who wrote (1236)6/10/1997 5:34:00 PM
From: Charlie Smith   of 3291
 
Dan:

Re: LSI and XLNX products can be antagonistic; i.e., older ASIC-based designs may be on the decline while newer PLD-based designs may be increasing...for example, shared media hubs (older) vs. advanced switching products (newer).

Exactly. I spoke with an exec at FORE recently, and he said there is a definite positive correlation btw new product cycles in the networking biz and demand for programmable logic.

Regards.
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