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Technology Stocks : Semi Equipment Analysis
SOXX 309.40+1.0%Dec 5 4:00 PM EST
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To: Kirk © who wrote (6554)10/30/2002 8:49:28 PM
From: Cary Salsberg  Read Replies (1) of 95531
 
RE: "...but perhaps theirs works well enough..."

"Well enough" for an 80-90% market share!

RE: "...ALTR/XLNX space..."

I have become convinced that this "space" is the most promising in the semi sector. I rank XLNX the #1 semi prospect. Very high potential reward, very low risk. As chips become more powerful and more expensive to fabricate, one may conjecture that all chips will eventually be PLDs.
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