Actel [ACTL] Message Board

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Technology Stocks : Actel [ACTL]

ACTL 0.0001000

0.0%

Jul 16 9:30 AM EST

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To: William Grady who wrote (657)	7/30/1999 6:35:00 PM
From: Tom Todd	Read Replies (1) of 674

I finally gave up on ACTL and sold them at 16 1/8 a couple weeks ago. I had a good sense that XLNX would rock and roll, and that ACTL would merely meet or barely exceed expectations, which seems to be the trend. Their growth sequentially was 2%. XLNX grew 15%, and in $ terms that is XLNX grew by $27M, ACTL grew by less than a million. In harsh terms, XLNX grew by 6/10's of an ACTL during the quarter. This gap is widening because the battle is won. The GATE product won't close the gap, though it might help ACTL to get a bit better valuation based on a bit better growth. It ain't no XLNX though. And as for GATE as an investment, I would not touch it. Kinda like a first derivative of a weak hold. Or investing in one startup that hinges on the success of another startup. Too risky for me anymore... -tt

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