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Politics : Formerly About Advanced Micro Devices

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To: combjelly who wrote (143479)	3/24/2002 11:13:05 PM
From: tejek	Read Replies (1) of 1584059

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. I don't think XLNX or ALTR are bellwethers but I think that they are indicative of what's happening within the various parts of the semi industry; that no one is experiencing real growth but rather some are taking share from others. The article that Tim posted implies that the semi biz is starting to pick up. I just don't see it. Like I said, I think its mostly share stealing with some inventory replacement. ted

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