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To: Paul Engel who wrote (59003)6/27/1998 11:30:00 PM
From: Daniel Kahn  Read Replies (1) | Respond to of 186894
 
OFF TOPIC -ALTR/XLNX Question: Paul, I would really appreciate your current thoughts on ALTR and XLNX. Is the party over for PLD/FPGA, or are we in a temporary lull before the stocks move up again? I really have been surprised at the weakness in this segment, although these guys do continue to make pretty good money compared with other segments of the chip biz. Please let me know what your thoughts are. Thanks!



To: Paul Engel who wrote (59003)6/27/1998 11:36:00 PM
From: VICTORIA GATE, MD  Read Replies (1) | Respond to of 186894
 
Paul Engel
sorry

over 1 mill Xeons

xeon 400 will obsolete by sep/98