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Technology Stocks : Semi Equipment Analysis
SOXX 312.18-0.2%4:00 PM EST
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To: Cary Salsberg who wrote (5686)9/28/2002 1:31:35 PM
From: Kirk ©  Read Replies (1) of 95536
 
FTT : I am working with an hypothesis lurking in the back of my mind. That hypothesis is that programmable logic is the single area in technology that will most benefit from advances in ICs whether by traditional fabrication or new methods such as nanotubes.

For the analog companies, I keep thinking a company like Cadence will be vital. I used to design analog chips (for fiber optics) and we would often combine our protos with that of others to save on mast costs. We would also design our own "standard cells" to save on design time. We were heavy Cadence users.

I believe ALTR and XLNX use their own software but they might also use Mentor? I'm not sure but could be worth checking into and following. I agree that IP that takes advantage of the economy of scale will be key and your two there sure fit the bill, they just have not been cheap enough for me.
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