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Technology Stocks : Xilinx (XLNX)
XLNX 194.920.0%Feb 14 4:00 PM EST

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To: Skeeter Bug who wrote (1168)4/29/1997 10:07:00 AM
From: Lewis M. Carroll   of 3291
 
Lucent Technology is one of the "big guys" to which you refer and has been in FPGAs for several years. They have about a 5 year minimum headstart on Motorola and any of the Japanese or Koreans.

Why am I telling you this? Lucent remains one of Xilinx's top 5 customers. I guess THEY see some value. My point is that anyone can make an FPGA-thingie. Not everyone can match Xilinx's density, performance, software, etc. - especially without violating patents out the you-know-what.

Rgds,

Lewis
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