Altera Message Board - Msg: 26699687

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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 (2369)	7/21/2010 12:22:53 PM
From: Cary Salsberg	Read Replies (1) of 2389

ALTR CEO, John Daane, uses the term "tipping point," while XLNX CEO, Moshe Gavrielov, uses "the programmable imperative." Both refer to the replacement of ASIC and ASSP by PLDs and to the situation where FPGAs are a number of process nodes ahead of ASIC and ASSP, which makes replacement efficient in both function and cost. The last analysis I heard, a presentation by XLNX, indicated that PLDs have over $3 billion in current revenue but the current addressable ASIC and ASSP market is $11 billion. Analysts must pick one or the other and recent posts indicate they do. If you listen to CCs, you know that they are not the brightest bulbs and the PLD industry has too many markets and customers for analysts to get their hands around. We don't need to make an either/or decision. Owning 80% of the PLD market with shares of both ALTR and XLNX is a no-brainer!

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