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Technology Stocks : Altera
ALTR 53.61+1.3%Jul 7 5:00 PM EST

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To: Bilow who wrote (1281)9/16/1997 3:32:00 AM
From: kas1   of 2389
 
>And when you cost reduce a product, the first
>thing that gets ripped out are the high margin PLDs.

and when you cost-reduce a car, the first thing that gets ripped out is the engine, right? btw, most of your criticisms of altr can transfer to intc 2 years ago.

on another thread, we discussed (or maybe i discussed) pld's being at the heart of many network routers/hubs/etc from the major makers. rather than try to figure out who is going to win the networking wars, i am going with the company that's supplying ammo for them all. and there's going to be lots of ammo expended

what tech stocks, if any, do you have faith in?
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