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Technology Stocks : Altera
ALTR 53.61+1.3%Jul 7 5:00 PM EST
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To: Sylvia Dupuis who wrote (2028)4/29/1999 2:54:00 PM
From: schlep  Read Replies (1) of 2389
 
Look at all major players mcell revenue growth over last 18 months. Essentially flat! I still stand by my opinion that Lattice and Vantis will have significant pains growing revenue even with larger Mcell devices. While there are some functions that need mcells as opposed to the fpga LUTs to obtain the speed, you overlook the new competition of the larger Apex FPGAs. APEX includes fast io timing, LUTs, AND MCELLS providing the ability to integrate this 'class' of functions into a solution with reduce chip counts canabilizing much of the mcell business along the way.

schlep
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