Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 (1747)	6/10/1998 3:49:00 PM
From: Lewis M. Carroll	Read Replies (1) \| Respond to of 2389

My info is sketchy - but I believe ALTR derives about 10-12% revenue from Asia while XLNX is <5%. ALTR & XLNX are leaps ahead of LSCC in process technology, architecture, and new products, and have been for 2 years. As for a comparison between the two, it is a leapfrog race and will continue to be that way. This year XLNX is in front with significant advantages in 3.3V high speed parts. ALTR is a year behind. Given this, I see 3-5% growth for XLNX and flat for ALTR this quarter. 1 year from now, it may be the reverse. Given this and almost parity in their prices, I choose XLNX as my long purchase for the day (although I already hold ALTR but at a loss).