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Technology Stocks : Actel [ACTL]

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Jul 16 9:30 AM EST

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To: Jay King who wrote (554)	8/7/1998 1:23:00 PM
From: William Grady	of 674

Jay, I got in at 10 7/16. Actel is definitely third behind Altera and Xilinx in sales of FPGA's with large numbers of gates; however Lattice is third in total sales if you include PLD's. Sales for last 12 months: Altera 637MM Xilinx 604MM Lattice 232MM Actel 151MM Actel has historically reported earnings of about 40 to 50 % of that of Altera and Xilinx and traded at about 30 to 40 % of the stock price of Altera and Xilinx. So when Actel gets close to 25% of the stock value of Altera and Xilinx it's a good time to buy. Actel at 11 5/8 is currently selling at 28% of Altera (42 3/16) Actel at 11 5/8 is currently selling at 27% of Xilinx (43 5/16) Concerning Atmel, I believe that programmable logic is still a small part of their overall sales but they do seem to be making progress in that area. Here are a couple links to information on Atmel's programmable logic chips. biz.yahoo.com biz.yahoo.com

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