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Technology Stocks : Altera
ALTR 53.61+1.3%Jul 7 5:00 PM EST
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To: kash johal who wrote (1812)7/4/1998 12:40:00 PM
From: Doug  Read Replies (1) of 2389
 
K.J: PLD's & FPGA's were supposed to be the best sector for growth during the next 5 yrs. As you rightly point out , we are in a stagnant mode probably due to excess capacity.

If this is the case , when do you see demand outstripping supply. Further if supply is still in excess, is it not time for consolidation.

Thx.
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