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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Sam Citron who wrote (10750)	11/7/2002 1:38:37 PM
From: BWAC	Read Replies (1) \| Respond to of 10921

LSI comes to mind reading that?

To: Sam Citron who wrote (10750)	11/7/2002 1:59:14 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 10921

I am listening to the CSCO conference call. CSCO has very significantly improved gross margins and lowered price/performance over the last 6 quarters. They mentioned the move from PLDs and ASICs as one of the means manufacturing engineering uses and has used to lower production costs. There was no indication that this is a policy change and strong indication that this is already reflected in the results of XLNX and ALTR.