Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 295.15

-2.3%

Nov 11 4:00 PM EST

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To: Cary Salsberg who wrote (4194)	7/20/2002 6:53:21 PM
From: Crossy	Read Replies (1) of 95396

Cary, thx alot for connecting my "missing dots". So this ASIC vs. FPGA/PLD equation seems to be yet another moving target. Hmmm where PLD share the convenience of Moore's Law and ASICs not to the same extent. I do recall ASICs usually being cheaper to produce. Simtek (SRAM.OB) offers services for conversion of PLDs to ASICs with a subsidiary they acquired in recent years. And yes, on FPGAs, my favourite stock is Actel (ACTL) vs the rest (XLNX, ALTR, LSCC) but right now I don't have a position... best rgrds CROSSY

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