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

To: stugats (Hijacked) who wrote (1817)	7/7/1998 4:19:00 PM
From: cecil	Respond to of 2389

I would not lose any sleep worrying about Clearlogic taking ALTR business. Maybe ALTR can sign a licensing agreement with Clearlogic to sell those parts. ALTR would probably like to unload the baggage of the FLEX 8K family, the product served as an entry into the SRAM market but has so many shortcomings that the marketeers even gave up on it. The FLEX 6K is another product family that I doubt will provide any ROI, seemed like a kneejerk reaction to low cost XLNX 5200 family. If ALTR can stay focused and execute on the 10K/A/E and 7KS/A with advanced process geometries (lower cost / higher performance) and slow the price erosion for 6 months, we will see some real growth.