re: <<The Top Ten Reasons To Buy Actel>>
Some clarifications. The MX is the latest ACT 2 derivitive and is antifuse based. Very fast and very low cost, and doing quite well I hear. The SX is the new family, and alas, it too is antifuse technology. Screaming fast indeed. The SRAM products are not yet out, for any number of reasons, primarily ACTL's poor performance in bringing new product families to market. If SX is great today imagine how great it would have been had it been introduced two yrs ago. The SRAM family has looked great on paper for quite some time now, but one must not compare products in development with competitor products in production. My fear of the SRAM stuff is that when it finally does come out it is not that much better than then-current competitor offerings.
A second nit to pick is with respect to the cross-license with Xilinx. Yes, ACTL seems to have gotten the better end of the deal, but remember it is a patent cross-license, not a technology cross-license. ACTL still has to come up with their own SRAM based technology and product. Unlike others, they can do it without fear of infringing XLNX patents.
I agree there is upside, though Altera at less than 50% of its 52 week high, and a strong track record of sales and earnings growth may be the safer bet...
-tt |
