Altera Message Board - Msg: 7792831

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Technology Stocks : Altera

ALTR 53.61

+1.3%

Jul 7 5:00 PM EST

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To: Chuan Lee who wrote (1976)	2/12/1999 9:16:00 AM
From: Lewis M. Carroll	Read Replies (1) of 2389

"1) Assumtion of xlnx take taking maket share CPLD of altr unfound" This is an incorrect statement. XLNX is absolutely taking CPLD market share from ALTR. CPLD market still growing as is ALTR's CPLD revenue, however, XLNX's growing much faster - according to Wim on XLNX conference call, XLNX is gaining about 3 market share points a quarter. Nobody can touch their pricing and they now have a 2.5V family as well (ok one part but the rest should follow soon) Still, despite the product positioning advantage XLNX has now, the gap is unjustified. I wouldn't short XLNX so my vote is buy ALTR which is what I did at 52. Liking it today at 59.

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