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

To: Sun Tzu who wrote (8881)3/4/2003 10:12:33 AM
From: Cary Salsberg  Read Replies (1) | Respond to of 95737
 
RE: "...it is much easier to use FPGA when you don't know how many you need and where exactly you will go from here than it is to use ASIC which requires a bigger commitment."

1. It is ALWAYS easier to use FPGA;

2. It isn't always cheaper in the long run;

3. Moore's Law makes FPGAs cheaper and ASICS startup costs more expensive;

4. PLDS annual revenues are ~$2B/year, while ASICS are ~$20B/year(?);


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