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 : Semi Equipment Analysis
SOXX 299.81+2.7%Dec 19 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Sam Citron who wrote (6787)11/7/2002 1:06:38 PM
From: Gottfried  Read Replies (1) of 95617
 
8:57 am PT Altera, Xilinx sell off following Cisco report : ALTR and XLNX are conspicuously weak today even as the SOX gets hammered (-6.8%); Wachovia said in a pre-open note that they see a sluggish outlook for comm IC/PLD suppliers ALTR, BRCM, MRVL, and XLNX given CSCO's cautious Q2 rev outlook coupled with the increase in raw material inventory; moreover, firm says CSCO highlighted its intention to replace PLDs with ASICs in order to further reduce its component cost base, which would adversely impact ALTR and XLNX since they supply about 50% of the PLDs into CSCO.

briefing.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News