Altera Message Board - Msg: 7416772

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Technology Stocks : Altera

ALTR 53.61

+1.3%

Jul 7 5:00 PM EST

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To: Charlie Smith who wrote (1956)	1/22/1999 1:04:00 AM
From: Bill Martin	Read Replies (2) of 2389

>> XLNX is taking share. << I always have trouble understanding why anyone thinks this. Look at these quarter by quarter revenue numbers matched up: ALTR XLNX ALTR/XLNX Mar96 137 150 91.3% Jun96 116 150 77.3% Sep96 117 131 89.3% Dec96 127 136 93.4% Mar97 146 152 96.1% Jun97 166 161 103.1% Sep97 162 150 108.0% Dec97 157 148 106.1% Mar98 157 154 101.9% Jun98 161 152 105.9% Sep98 164 155 105.8% If I were to guess, I'd say that ALTR has been taking share from XLNX for quite some time -- not the other way around. There's some random fluctuation in the numbers, but the trend is quite clear. Bill

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