Actel [ACTL] Message Board

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Technology Stocks : Actel [ACTL]

ACTL 0.0001000

0.0%

Jul 16 9:30 AM EST

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To: William Grady who wrote (616)	2/17/1999 3:18:00 PM
From: Tom Todd	Read Replies (2) of 674

Well, they got the milk, why pay for the cow? They have an exclusive marketing relationship for Gatefield products. The decision to buy the rest of the company would probably be made on balance sheet vs. P&L considerations, i.e. if the resell relationship results in margins that drag down Actel's overall margins, then buying it and fabbing it under ACTL's cost model would make sense. At this point though, the revenues are probably so low as to make little difference to the bottom line. Do I think the product adds to ACTL's breadth? Of course! They need to get more products sooner if they are to ever keep up with the big boys... By the way, I was able to get the 13 G/A filing from yesterday. Vinik and his group appear to have increased their total holdings from 17.4% in December to 19.7% yesterday. Why that would knock the stock down is beyond me. The insiders all filed their annual form 5 statements of ownership yesterday as well, with no real surprises I could see... -tt

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