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Technology Stocks : Altera
ALTR 53.61+1.3%Jul 7 5:00 PM EST
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To: Stu who wrote (1914)11/5/1998 4:35:00 PM
From: nealm  Read Replies (1) of 2389
 
Stu,

I closed out my remaining positions today. The volume isn't convincing, also the idea of the market going up because the Dems picked up 4 seats in the house is bs.

Long term I agree with your assessment on ALTR/XLNX. I think we'll see a new paradigm where FPGAs are competing directly against the ASICs. I'm thinking of puts on CY one of loser's from ALTR/XLNX's progress.

Neal
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