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Technology Stocks : Xilinx (XLNX)
XLNX 194.920.0%Feb 14 4:00 PM EST
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To: Knighty Tin who wrote (1134)4/25/1997 6:16:00 PM
From: Dan Spillane   of 3291
 
Hi Mike. You bring up several good issues:

1) As far as Asia...there is virtually no competition for Xilinx in the programmable logic arena. I believe the concern here would be for the more commodity-oriented ASIC --- not the FPGA, as it is driven by design software as well as patents.
You said:
"... figure in all the capacity from Asia that will eventually eat their lunch. "

2) As far as "system on a chip"; the likelihood is actually the converse of what you suggest. The FPGA device could eventually completely supplant the ASIC -- but I can't see things happening the other way around for certain "techno-economic" reasons. In this case, LSI and VLSI could fall by the wayside against programmable logic devices.
You said:
"But if you realize that systems on a chip are eventually going to put a crimp in their market, then you know that it is one that may not even be in business in a decade. "

Cheers
Dan
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