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Technology Stocks : Actel [ACTL]
ACTL 0.00010000.0%Jul 16 9:30 AM EST
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To: William Grady who wrote (661)8/3/1999 3:50:00 PM
From: Tom Todd   of 674
 
I don't know what percent of ALTR and XLNX comes from which fabs. They both have ties ups I believe with TSMC or UMC, as do so many fabless semiconductor companies. I also believe there are TSMC and UMC fabs outside Taiwan, even some joint venture fabs in the US.

If we get a general panic over Taiwan supply chain, it won't matter who is really dependent and who is not, as the Street will take it as an excuse to beat down all semis.

I cannot recall what has been said publicly about Cisco relative to XLNX and ALTR. I know they are both strong in there and in that segment.

Sorry to have so little industry info, but it has been 4 yrs this month since I left that industry.

-tt
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