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

To: Sun Tzu who wrote (8884)	3/4/2003 1:56:16 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 95738

RE: "So the point was given that and given lack of visibility i.e. not knowing the demand or even where the industry is headed, one is more likely to choose the PLD path in the short run until he can figure out if a commitment to ASIC for the long run is warranted. Hence the "turns" advantage." 1. In times of poor visbility, turns orders increase as a % of quarterly revenue; 2. The turns orders are primarily for production products, not new R & D development; 3. There is really no relationship between turns orders and a decision to go PLDs or ASICs; 4. In highly competitive, uncertain markets, the faster time to market and lower initial development costs favor PLDs; 5. The article raisesd the issue of wire line chip inventories and claimed that it will be the reason for ALTR and XLNX success to be short lived; 6. I think we should adjourn to after the April ALTR and XLNX conference calls.