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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: Donald Wennerstrom who wrote (12004)	10/9/2003 8:54:09 PM
From: Donald Wennerstrom	Read Replies (1) of 95413

Sarmad, I guess we do have a clue as to what is going on. RtS just posted it tonight. Message 19387711 [snip] From Briefing.com <<1:35PM Xilinx -- Detwiler Mitchell comments on pricing outlook (XLNX) 30.53 +0.34: According to firm's sources in the field, leading FPGA vendor Xilinx is starting to feel the heat as customers increasingly look to convert their current high-cost FPGAs to ASICs, which carry a significantly lower unit cost. Not only does firm hear anxiety over conversions in its conversation with Xilinx, but the emergence of the "hybrid" chips are being taken very seriously by the design engineers as well as their managers. Firm is hearing that XLNX began to cut pricing on some of its higher-end Virtex parts - by as much as 20-30% at selected accounts. According to Detwiler's sources, most of the price changes will not be pushed to market until late Q4 or Q1 of next year. Firm does not expect to hear good things out of Xilinx when the co posts Q3 results on the 16th of the month, and sales contacts indicate that September closed with a bang on some nice book-ship orders. Contacts in the manufacturing chain indicate that UMC was fully loaded and met upside demand for 300mm XLNX devices. But firm believes that guidance is another topic altogether.

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