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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 165.05+5.9%3:59 PM EST

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To: semi2000 who wrote (10759)11/7/2002 8:02:16 PM
From: Cary Salsberg  Read Replies (1) of 10921
 
RE: "However for fabless ALTR/XLNX what are these?"

From XLNX 2002 Annual Report

Land 86,291
Buildings 289,919
Machinery
and Equipment 233,047
Furniture
and Fixtures 37,530

Total 646,787

Accumulated
Depreciation
and Amortization 197,017

Net 449,770

RE: "btw, what do you make of BRCM R&D => 115 & SGA => 122!"

This is what it takes to keep your head above water when
you don't have sustainable competitive advantages and significant barriers to entry.

They have done well up to this point and may continue to do well, but it is a struggle.

More credit to them, but less of my investment dollar.
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