SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Altera -- Ignore unavailable to you. Want to Upgrade?

To: Doug who wrote (1579)3/12/1998 4:53:00 PM
From: Zhong Hu  Read Replies (1) | Respond to of 2389
 
NSM downside earnings alert: 3Q op 16c, First Call 17c and it says
4Q loss likely. Any affects altr?



To: Doug who wrote (1579)3/12/1998 9:23:00 PM
From: Stu  Read Replies (1) | Respond to of 2389
 
I found this interesting article on the XLNX thread. Unfortunately for ALTR, it makes some good sense. It's from the LU thread and basically says that LU will put standard-cell hard macros on the chips instead of racing for the umpteen millionth gate.

Message 3661912



To: Doug who wrote (1579)3/13/1998 9:49:00 AM
From: nealm  Read Replies (3) | Respond to of 2389
 
I don't have the total market pie in front of me, I remember from ALTR's 1996 report that the pie for CMOS (high speed) PLD is:

Xilinx 30%
Altera 26
Lattice 11
AMD 13
others 20

Xilinx has a good niche market with their chips that have on board memory. Altera's design tools are unrivaled.

Another point is that institutions have roughly 80% stake in ALTR with individuals at 15%, so common sense doesn't have to be factor in the price ALTR

neal m.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News