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Technology Stocks : Actel [ACTL] -- Ignore unavailable to you. Want to Upgrade?

To: Jay King who wrote (554)	8/7/1998 1:23:00 PM
From: William Grady	Respond to of 674

Jay, I got in at 10 7/16. Actel is definitely third behind Altera and Xilinx in sales of FPGA's with large numbers of gates; however Lattice is third in total sales if you include PLD's. Sales for last 12 months: Altera 637MM Xilinx 604MM Lattice 232MM Actel 151MM Actel has historically reported earnings of about 40 to 50 % of that of Altera and Xilinx and traded at about 30 to 40 % of the stock price of Altera and Xilinx. So when Actel gets close to 25% of the stock value of Altera and Xilinx it's a good time to buy. Actel at 11 5/8 is currently selling at 28% of Altera (42 3/16) Actel at 11 5/8 is currently selling at 27% of Xilinx (43 5/16) Concerning Atmel, I believe that programmable logic is still a small part of their overall sales but they do seem to be making progress in that area. Here are a couple links to information on Atmel's programmable logic chips. biz.yahoo.com biz.yahoo.com

To: Jay King who wrote (554)	8/11/1998 6:22:00 PM
From: William Grady	Read Replies (1) \| Respond to of 674

Jay, Here are some figures for 1997 from In-Stat Inc. and a link you can go to for more information: Sales for 1997 for leading suppliers of user-programmable logic composed of simple PLDs, CPLDs, and FPGAs: 1st Altera ......$631.1 million 2nd Xilinx ......$573.8 million 3rd Vantis ......$242.7 million Sales for 1997 for CPLDs only: 1st Altera ......$466.3 million Sales for FPGAs only: 1st Xilinx .......$551.0 million 2nd Actel .......$155.7 million 3rd Altera ......$145.5 million 4th Lucent .......$97.4 million 5th Quicklogic ...(no figures given) 6th Atmel .........(no figures given) 7th Cypress ......(no figures given) techweb.com