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Technology Stocks : Xilinx (XLNX)

XLNX 194.92

0.0%

Feb 14 4:00 PM EST

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To: Tan Tran who wrote (1363)	8/5/1997 1:43:00 AM
From: Thomas Scharf	of 3291

>> how come ALTR stock action seems to be much stronger than XLNX?<< I think XLNX has been losing some business to ALTR recently because until recently, ALTR made a faster chip that was somewhat easier to use. (Not totally better, but it has some good selling points). Also, ALTR has been doing some VERY agressive pricing recently. XLNX has answered this challenge with it's new .35 and .28 micron processes which increase speed and reduce die size (lower production cost) as well as the new M1 developement tools which are supposed to solve some of the usability problems. See also: techstocks.com As the market stands, ALTR has the biggest share of the complex PLD business while XLNX has the bulk of the FPGA market. They are fighting it out to see who will be the overall leader with each coming out with products that poach on the others traditional territory. I believe that their products are just enough different from each other in architecture that each has a niche where it is the best. I think here is enough business for both in the long term. Thomas

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