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

To: Joe Pirate who wrote (1706)	4/27/1998 10:24:00 AM
From: Lewis M. Carroll	Read Replies (1) \| Respond to of 2389

Re: Even market share... Interesting to note that if you break up FPGAs and CLPDs, Xilinx has about 58% of the FPGA market and Altera has about 50% (rough guess) of the CPLD market. FPGA market is bigger, CPLD market growing a tad bit faster. XLNX CPLD business growing dramatically faster than ALTR's FPGA business or CPLD business, or CPLD market. Who's getting hurt? My bet is LSCC - no new technology, old stuff has many weaknesses, incomplete (CPLD only) solution. As for the numbers, XLNX and ALTR have always traded nearly at parity. WHen they get far apart (as they are now), one usually adjusts to the other? So, buy ALTR or short XLNX? My feel is by ALTR at < $40 if the chance presents itself. Comments? However, if Briefing.com is correct and a correction happens, maybe the XLNX short is a better deal...?? Decisions, decisions...