Silicon Investor (SI) -- The First Internet Community

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 : Xilinx (XLNX) -- Ignore unavailable to you. Want to Upgrade?

To: Jock Hutchinson who wrote (2372)	7/30/1999 1:59:00 AM
From: Michael Eugene Gieg	Read Replies (1) \| Respond to of 3291

... and Altera and Xilinx maintain that huge FPGAs combined with IP cores are allowing them to take market share from the ASIC camp. Bottom line is IP and who gets it to market first. I speak from a bias though... I sell Xilinx for my day job. However, one of my larger customers recently stated, "with FPGAs this size (Xilinx-Virtex), why use ASICs?" Several new paradigms will surely emerge... Meanwhile, with advancing HDLs and silicon the FPGA is thriving. Look for continued new highs from Xilinx and their FPGAs...

To: Jock Hutchinson who wrote (2372)	7/30/1999 10:07:00 AM
From: Charlie Smith	Respond to of 3291

Jock: Perhaps it's just the end of the beginning? Xilinx Inc. (XLNX) 63 3/8 +3 5/8: SoundView Technology reiterates "strong buy" rating on provider of complete programmable logic solutions; has a 12-month price target of $85..... Charlie

To: Jock Hutchinson who wrote (2372)	8/1/1999 4:38:00 PM
From: Joe Pirate	Respond to of 3291

"Over the next 10 years the impact of this combined technology is likely to have severe, if not catastrophic, ramifications for suppliers of PLD (Programmable Logic Device) technology." 10 years from now, the giant comet will destroy earth so I guess it won't matter much. <g> Speculating on what will be 10 years from now is crazy, throwing your money in the fireplace is just as good..... Xilinx and Altera want to penetrate the ASIC market and LSI is a big ASIC company, of course LSI is worried big time... Pirate