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Technology Stocks : Altera
ALTR 53.61+1.3%Jul 7 5:00 PM EST
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To: Kirk © who wrote (2304)12/30/2004 7:41:14 PM
From: Cary Salsberg  Read Replies (1) of 2389
 
RE: "Altera Is Better Positioned Than Xilinx For 2005"

The answer is "true" or "false" and price movement in 2005 will be used as the answer.

The real question is what is the long term growth rate and how costly will it be to generate it. Movement along the Moore's Law roadmap will create growth possibilities, but each node raises R & D costs.

Merrill Lynch as the following sales forecasts for ALTR and XLNX:

 
	ALTR	XLNX
	Dec 31	Mar 31
1994A	$199
1995A	$402	$355
1996A	$497	$561
1997A	$631	$568
1998A	$654	$614
1999A	$837	$662
2000A	$1,377	$1,021
2001A	$839	$1,659
2002A	$712	$1,016
2003A	$827	$1,156
2004E	$1,016	$1,398
2005E	$1,057	$1,593
2006E		$1,707
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