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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (143478)3/24/2002 9:41:29 PM
From: combjelly  Read Replies (1) of 1584064
 
"XLNX is stealing share from ALTR. And that seems to be the gist of what's happening"

Probably for now. Xilinx has gotten their latest new family into production, and Altera has just introduced their new chips. Since the two are leapfrogging each other, you wlll see this happening for the next few years. These two companies are not what I would consider to be the bell-whethers for the industry, they will be their own separate category. The whole industry will be fragmenting over the next 5 years, there is no indicator for the whole industry any more.
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