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Politics : Ask Michael Burke
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To: Skeeter Bug who wrote (39789)12/20/1998 10:59:00 PM
From: geewiz  Read Replies (1) of 132070
 
Skeets,

Thanks for the CDWC suggestion; MMV likes XRX, significant overseas sales there. I've been building turnstiles at several of the fire exits for LLTC and XLNX. I noticed in one of your posts you thought the decline in ALTR might preceede XLNX? Do you expect the market for logic chips will crack before the mixed-signal market? What is the replacement factor for logic chips with date encoding due to Y2K? My guess is it's very small. My understanding is very few of those old chips are date dependent.

best, art
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