SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Altera
ALTR 53.61+1.3%Jul 7 5:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: cal buzzell who wrote (301)7/17/1996 1:27:00 AM
From: Paul Engel   of 2389
 
Cal -

PLD devices are suffering on the demand side the same as memory devices.

Last year, nobody could get enough of them, so customers ordered more and PLD/FPGA manufacturers ordered more wafers.

Then came the slow down in business cycles and the pipelines were just chock full of devices.

It will take time to work this off. I wouldn't be surprised that Q3 will still be sluggish and Q4 may not be a great improvement.

Now, to address your question regarding PLD densities. Newer, larger devices are generally used for new, unique system designs. Very rarely is any engineering effort given to do major cost reductions on existing systems. The manpower and attention is generally not available, and the risk factor (of the re-design not working) is too great.

Paul
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News