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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 165.05+5.9%Nov 5 3:59 PM EST
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To: Cary Salsberg who wrote (10753)11/7/2002 2:16:37 PM
From: Sam Citron  Read Replies (1) of 10921
 
This fits your thesis that this PLD/ASIC switch is a constant eddy in LT trend favoring PLDs. I would still like to hear more logic and empirical evidence in support.

Here's a teaser: Would the HP Media Center be a "better" product if it used XLNX PLD instead of LSI ASIC? bigcharts.marketwatch.com{00818500-22B8-447C-85A3-CC26AE98E5B1}&newsid=801263364&symb=LSI&sid=2801

If my questions seem naive, it's probably because they are. <g>

Sam
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