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Technology Stocks : Lattice Semiconductor
LSCC 63.30+0.3%3:34 PM EST
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To: M. Gagne who wrote (54)6/4/1996 7:43:00 PM
From: E_K_S   of 339
 
Hello M. Gagne: I saw your post on the short board of Altera June 3 8:08 PM .....

You mentioned "LSCC is taking big chuncks out of Xilinx and Altera margins as they land deal after deal. Get into LSCC at a P/E of 17 +/- before results come out again.!! M. Gagne on Jun 3 1996 8:08PM ". I know of only one product line and it was in the low density end which ALTERA decided it was not profitable to continue to produce which LSCC picked up. This was some time ago, around September of last year. Are you aware of other product segments which ALTERA or XLYNX discontinued? If so which ones. Were these product lines in any of the high density lines which LSCC wants to try to expand?

I believe the real question is, are the customer order flow slow down from ALTERA and XLYNX due to LSCC and/or other companies providing similiar products at lower prices (eg. lower margins) OR is this an industry wide slow down in orders from the companies they provide product to, specifically the tellecommunication manufactures.

If it is the latter, I hope it does not impact LSCC too much. I believe not as LSCC is protected by (1) already low PE, (2) stable and growing base in the low density product line and (3) Loyal customer base, especially in the FPGA high density 3.5V lines.

EKS
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