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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts
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To: Jorj X Mckie who wrote (55930)10/11/2000 2:19:05 AM
From: Dana Johnson  Read Replies (1) of 63513
 
I hear Niles runs hot and cold. He did nail INTC recently. He called AMD roadkill at the time. Anyway, AMD may give a point or two, maybe I'll put it in the 20 minute contest late tomorrow <g>.

I don't know much about XLNX and ALTR, I associate them with FPGA's. Are there changes in the market that erodes their franchise? IE, increased ASIC gate count could be an alternative to reconfigurability...
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