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Technology Stocks : Xilinx (XLNX)

XLNX 194.92

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Feb 14 4:00 PM EST

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To: schlep who wrote (2401)	8/30/1999 12:38:00 PM
From: Lewis M. Carroll	Read Replies (1) of 3291

Schlep, Since you brought up density, let's discuss the 20K. In the 20K datasheet version .2 dated May 1999 (might even still be on the web for download), the 20K1000E has 42,240 logic elements and 540K of RAM. On Altera's website, now the 20K1000E has 38,400 LEs and 327K bits of RAM. I was told the downward revision was "to bring the density of the 20K1000E more in line with the rest of the family." How about "it's too hard to make a die that damn big!" The 20K1500E was announced for availability in Q2 2000!! Why the hell bother announcing a product that (realistically) is over a year away! With a whole year to work on parts and a 6 month lead, I'll bet Xilinx will have something in production bigger than the 20K1500E before ALTR does but I guess we'll have to wait until May or so to find out. Bottom line is that ALTR is behind on high density and they know it and will even admit it. Announcements like this serve the sole purpose of attempting to stay in the game. Although, it's just a matter of time before they catch up.

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