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Technology Stocks : Semi Equipment Analysis

SOXX 301.15

-1.2%

Dec 31 4:00 PM EST

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To: Return to Sender who wrote (9630)	4/30/2003 12:16:31 AM
From: Cary Salsberg	Read Replies (1) of 95657

RE: "Xilinx and Lattice Semi have indicated similar results. The net impact is to reduce the profitability of the PLD industry." ALTR grew revenues 8% sequentially. XLNX 8%. LSCC 1%. So "similar" is not true for LSCC. YOY growth shows even more dramatic increases for ALTR and XLNX and market share gains compared to LSCC. The "net impact" of what reduces profitability? I know what. In both ALTR and XLNX conference calls, R & D expenses are cited as being historically high. Since price is an issue in expanding the addressable market, gross margin is held constant, 60% for XLNX and a little more for ALTR (excluding 4% contributed by written off inventory). With R & D% high, profit% is lower. The "growth in excess of nearly every other semiconductor segment" needs to be addressed because while profit % might stay low, actual profit could skyrocket with revenue growth.

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