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To: Sam Citron who wrote (2560)	11/7/2002 1:41:57 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 13403

OT >> XLNX Wachovia says CSCO replacing PLDs w/ ASICs to cut costs. Sam, thanks for pointing it out. I'll speak from intuition, with complete ignorance of the facts. This kind of report seems totally bogus. The flexibility of PLD's completely outweighs any cost disadvantage at the unit volumes of routers, etc.... But maybe someone else can comment. My feeling is the people selling Xylinx based on this rumor will feel like idiots in the morning. Sarmad