Tom, to carry your point further. it's possible (even likely) that the Altera/Xilinx relationship is "reversing." That is to say, whereas Altera significantly outperformed Xilinx in terms of stock appreciation over the past year or so, that is likely to change.
The reason for this of course is when Altera was releasing new product lines, Xilinx was designing the "next wave" of devices. So, Altera had a big ramp-up in revenues, where Xilinx was somewhat flat. Now, Altera's cycle is peaking, and (by the way) Xilinx is releasing the new product lines (now, and shortly).
If those reading this think I'm engaging in speculation, I'd suggest you look at the stock charts for ALTR and XLNX, as well as reports by Tom Kurlack.
Another factor to consider here is orders. Demand for calendar Q4 is expected to be strong. I'd suggest that there is visibility of those in terms of forward bookings right now.
Dan |
