Altera Message Board - Msg: 331962

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Technology Stocks : Altera

ALTR 53.61

+1.3%

Jul 7 5:00 PM EST

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To: jbershad who wrote (423)	10/6/1996 11:42:00 PM
From: Amir Desai	of 2389

I'm a little concerned re ALTR. I still don't have a handle on whether XLNX's slip up was isolated or slowing demand or price erosion. Further, although I strongly believe that if XLNX momentary stumle was essentially internal problems, that ALTR would likely be the biggest beneficiary. But I wonder...I also have a position in LSCC and have recently gotten research from Bear, CJ Lawerence, Ragen Mac & UBS and wonder if the big winner this past quarter might not be LSCC. I have some handsome gains in ALTR and have no intention of selling all of it, but I am taking my profits out of ALTR and moving them into LSCC tomorrow. I think I will sleep a little better. LSCC only has 50% of revenues in CPLD's and the other half in the low end segment. Therefore, if XLNX's problms are related to weak industry demand, at least LSCC won't be hit as hard. Further, LSCC has a much lower valuation than ALTR. I believe LSCC will also benefit from P/E expansion to = XLNX & ALTR one their product mix becomes more similar.

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