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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Kirk © who wrote (6558)10/31/2002 12:59:09 AM
From: Cary Salsberg  Read Replies (1) | Respond to of 95531
 
RE: "IP may be worthless outside the US which would sink XLNX and ALTR multiples..."

I saw the news and it doesn't apply to XLNX and ALTR. China will try to produce a different standard and say it doesn't depend on QCOM's CDMA patents. There are too many barriers to entry and the target is moving too fast for China to try a similar stunt with PLDs.