Altera Message Board - Msg: 8087072

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Technology Stocks : Altera

ALTR 53.61

+1.3%

Jul 7 5:00 PM EST

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To: Peter Piper who wrote (1984)	3/1/1999 9:46:00 AM
From: Lewis M. Carroll	Read Replies (1) of 2389

One of the primary reasons companies use FPGAs is time-to-market. Clear Logic does not help in this arena. Also, as stiff as the competition is in the FPGA world, prices drop continuously. ALTR has the benefit of decreasing costs on process technology. Clear Logic does not. Therefore, what may look like a good price to a customer today, may not be tomorrow. ALTR knows this and if they were to perceive CL as a treat, could make a good argument. Also, Clear Logic is focusing on older technologies. They can't touch the new stuff and that's where today's revenue growth and tomorrows revenue is coming from. XLNX has their own Clear Logic - called Hardwire. It's a Xilinx product which should be easier to sell than Clear Logic and it's not a big factor.

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