Altera Message Board - Msg: 171010

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Technology Stocks : Altera

ALTR 53.61

+1.3%

Jul 7 5:00 PM EST

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To: Paul Engel who wrote (294)	7/12/1996 6:28:00 PM
From: cal buzzell	of 2389

Paul- Xylinx released earnings and a dim (poor visability) forecast. My understanding is that Altera recognizes sales when chips are released into the channel and Xylinx recognizes sales at later point when they are actually purchased by the end customer. As the PLD inventory built up with the customers, Xylinx was the first to feel the pain and Altera was later due to the difference in accounting method. If the current problems are truely only an inventory correction issue, then relief should be seen first with Xylinx. Xylinx offered little hope, stating "several customers have worked through their inventory." My question is, what is your outlook for Altera' qtr now that you have seen Xylinx's numbers? Further, do you believe the PLD industry is really only going through an inventory correction or are we faced with a bigger problem of industry-wide oversupply of PLD? Another question. As PLD densities increase does this mean significantly less chips are needed for the same design and therefore reducing demand for total number of chips? Comments are appreciated. -Cal

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