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Pastimes : Ask Mohan about the Market
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To: John Hunt who wrote (17154)11/29/1998 9:33:00 AM
From: Zeev Hed  Read Replies (4) of 18056
 
John, I think you'll have to add Analog Devices as well. Could the "repacement" market see a lot of ASIC's as well like XLNX and ALTR?

I really do not know which manufacturers will benefit most, but if the problem is as big as feared, the whole segment might have a boost including the CPU boys. I would say that some of this is already in the current price of these stocks (except NSM which is still languishing because, I believe, Cyrix is not getting its "fair" share of the CPU market.

Zeev
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