Altera Message Board - Msg: 6813617

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Altera

ALTR 53.61

+1.3%

Jul 7 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Skeeter Bug who wrote (1945)	12/13/1998 12:36:00 PM
From: Bill Martin	Read Replies (1) of 2389

Re: xlnx is stealing customers I'm a bit at a loss how you can say this. Attached below are the quarter by quarter revenues for the two companies (as reported by Value Line), and a column showing Altera's revenues as a percentage of Xilinx's. Quarter Altera Xilinx Altera/Xilinx Rev Rev Rev Jun96 116.3 150.2 77.4% Sep96 116.7 130.6 98.4% Dec96 127.2 135.6 93.8% Mar97 146.0 151.7 96.2% Jun97 165.9 160.8 103.2% Sep97 162.1 150.3 107.9% Dec97 157.1 148.7 105.6% Mar98 157.2 153.8 102.2% Jun98 160.5 151.6 105.9% Sep98 164.2 155.0 105.9% It isn't apparent to me that XLNX is stealing any customers from ALTR. To the contrary ALTR has moved ahead of XLNX! At best one might say that XLNX has stemmed their losses and are maybe holding even with ALTR for the moment since the Asian problems began. Have I missed something that's not in the numbers? Bill

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next