Altera Message Board - Msg: 8073242

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: Peter Piper who wrote (1984)	2/27/1999 11:19:00 PM
From: cecil	Read Replies (1) of 2389

I have to agree with Lewis, dont see Clear Logic as a threat in any way. I've been designing with Altera parts for 10 years, worked for the company for close to 3 years. I dont claim to know everything but I wouldn't spend a minute worrying about how Clear Logic will effect the bottom line. The only real threat out there now is Xilinx and their Virtex product family. I just designed a Virtex V300 device and would have to say that this is the best programmable device on the market today. Density, performance, embedded RAM, compile times. I am sure that Altera is very aware of this, and the Apex20K family with the Quartus development system release is aimed right at Virtex. My analysis is Xilinx has a 6-9 month edge, they are and will continue to win sockets during this time. When Altera releases Apex 20K if they match or exceed the Virtex family then I have no real concerns. If they fall short of that expectation then Xilinx may enjoy a longer 14-18 month edge - reason for concern. But, Xilinx will not see any significant revenue from Virtex for 12-18 months. At 48 5/8 I like ALTR, bought some on Friday, they got caught in a tech slaughter. Will double down if they get below $40.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next