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To: Sam Citron who wrote (6021)	6/16/2003 10:56:25 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 13403

RE: "F.P.G.A.'s accounted for $9 billion of the $24.3 billion global market for logic chips in 2002..." FPGAs are a subset of PLDs. ALTR and XLNX currently have about 80% of the PLD market and their combined annual sales are about $2B. The $9B figure is wildly inaccurate. RE: "Do you see any future impact on FPGA industry, Cary?" This article loses credibility because it chose not to quote ALTR and XLNX executives about adaptive computing. It also doesn't talk about patents. I expect that FPGA value will continue to be enhanced by in system programmability. I can't tell from the article if adaptive computing will be additional IP for FPGAs.