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Technology Stocks : Semi Equipment Analysis

SOXX 289.38

-3.4%

Nov 13 4:00 PM EST

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To: The Ox who wrote (11996)	10/9/2003 7:46:10 PM
From: Sarmad Y. Hermiz	Read Replies (2) of 95415

>> The thread has gotten awfully quite lately. Michael, we're all distraught over the drop in the share price of Altera. What's the deal there ? I read one analyst downgrade saying that design wins are going to ASIC's instead of FPGA's. I thought the tide was running the other way. But I have a different theory. Today ALTR and XLNX both dropped. I think these guys are fabless. And I wonder if all the talk of fabs running at 90% is giving rise to the assumption that costs will rise for the fabless chip vendors. And they will not be able to benefit from the higher margins associated with higher volumes. The benefit will go to the fab operator. I just seemed suspicious that both companies dropped on an up day like today, while a fab owner like LSI held up OK. Sarmad

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