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Technology Stocks : Actel [ACTL]

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Nov 7 9:30 AM EST

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To: Larry J. who wrote (495)	2/8/1998 6:46:00 PM
From: William Grady	of 674

Larry, great posts concerning ant-fuse technology Larry keep up the great work; your last two posts were worth all the off topic posts you want to make. I didn't realize that Actel wasn't all that far behind Lattice in terms of revenues. Do you have any figures on Quick Logic's revenue as they seem to be Actel's only competitor left in the anti-fuse market? Also are they paying royalties to Actel; seems like Actel won a lawsuit against them but I don't remember the particulars. Going to the links in your last post the outlook for anti-fuse looks very exciting (did Xilinx make a mistake); I'm looking too add some more Actel next week also. Hoping 1998 will be breakout year for Actel; have been dabbling in Actel for many years with out much success; I would like to see them move past Lattice into third place. Lucent sort of scares me too; they have been spending a lot of time any money on FPGA development; there probably going to be a major force in the market eventually. This news doesn't sound too good for LSI and other ASIC makers however. William

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