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Technology Stocks : Altera -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (2274)	7/22/2003 1:02:47 PM
From: Cary Salsberg	Read Replies (4) \| Respond to of 2389

RE: "I am not sure about as an investor." A couple of items to consider: Cash increased in the quarter $90.509M. Diluted shares down 4M from the previous year. I think a 5 to 10 year view of book value based on fully diluted shares would go far toward answering your question.

To: Kirk © who wrote (2274)	9/2/2003 6:59:13 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 2389

Altera Still Sees 3Q Revenue Up Sequentially 1%-4% From 2Q Tuesday September 2, 4:45 pm ET SAN JOSE -(Dow Jones)- Altera Corp. (NasdaqNM:ALTR - News) released a quarterly sales update, reporting distributor resales in line with corporate expectations and reiterating its guidance of 1% to 4% sequential revenue growth. Based on the semiconductor company's performance in the second quarter, its expectations amount to sales of about $207.3 million to $213.5 million. Analysts polled by Thomson First Call (News - Websites), on average, project third-quarter revenue of $210.8 million. In a press release Tuesday, Altera also said sales of its Cyclone devices continue on their record-setting pace, aiding the company's growth in new and traditional field programmable gate-array markets. Altera last switched hands in after-hours trading at $22.21, down 12 cents, or 0.7%, from its Tuesday close of $22.33 a share.

To: Kirk © who wrote (2274)	9/16/2003 9:16:58 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 2389

Altera Unveils Complete Roadmap By Richard Ball -- Electronics Weekly, 9/16/2003 A detailed roadmap for FPGAs, complex PLDs, software and process technology has been released by Altera. "We had feedback from customers that they wanted more guidance on what we were up to," said Paul Hollingworth, marketing director at Altera. Increasingly complex designs, moving from ASICs to FPGAs, lead to rising design times, Hollingworth said, so customers are demanding more advanced warning of new products. The first half of next year will see the second generation of high-end Stratix devices that will up performance by 50 percent. “We’re looking at a lot of performance. The average design will go up by 50 percent. We’re getting close to ASIC levels of performance,” Hollingworth claimed. Stratix II will contain 140,000 or more logic elements, 9Mbit of memory and offer 1Gbit/s LVDS I/O. Meanwhile, an all-new complex PLD family, MAX II, will cut power consumption by 90 percent, the company said. "But the biggest focus is probably cost. The headline number is 1 cent per macrocell," Hollingworth said. By the end of 2004 Altera will release Cyclone II for low cost designs. All the new FPGA silicon will be on 90nm. "There's been a lot of fuss about 90nm. Anything being done today on 90nm is on a pilot line," Hollingworth said. The 90nm node brings significant problems, he said. At 0.13-micron the main trade-off was between performance and area, whereas at 90nm a third parameter -- power -- comes into the equations. “90nm transistors just don’t turn off very well if you want them to switch quickly,” Hollingworth explained. After two years of development Altera said it is qualifying 90nm at foundry partner TSMC now, with production set for Q2. Nios, Altera's 32-bit soft processor, will also be updated, capable of reaching 200MHz on Stratix II. Finally, the company's Quartus II software will also be updated to handle the new silicon, and with features such as an RTL viewer, incremental routing and synthesis, more formal verification support and SystemC modeling. “We still have an enormous number of MAX+PLUS II [Altera’s previous software tool suite] users,” Hollingworth said. To cater for their needs, the company is adding a MAX+PLUS II user interface into Quartus II. Software releases will be coincidental with, or in advance of, silicon releases. Electronics Weekly is the London-based sister publication of Electronic News .