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

To: Peter Piper who wrote (1984)	2/27/1999 11:19:00 PM
From: cecil	Read Replies (1) \| Respond to of 2389

I have to agree with Lewis, dont see Clear Logic as a threat in any way. I've been designing with Altera parts for 10 years, worked for the company for close to 3 years. I dont claim to know everything but I wouldn't spend a minute worrying about how Clear Logic will effect the bottom line. The only real threat out there now is Xilinx and their Virtex product family. I just designed a Virtex V300 device and would have to say that this is the best programmable device on the market today. Density, performance, embedded RAM, compile times. I am sure that Altera is very aware of this, and the Apex20K family with the Quartus development system release is aimed right at Virtex. My analysis is Xilinx has a 6-9 month edge, they are and will continue to win sockets during this time. When Altera releases Apex 20K if they match or exceed the Virtex family then I have no real concerns. If they fall short of that expectation then Xilinx may enjoy a longer 14-18 month edge - reason for concern. But, Xilinx will not see any significant revenue from Virtex for 12-18 months. At 48 5/8 I like ALTR, bought some on Friday, they got caught in a tech slaughter. Will double down if they get below $40.

To: Peter Piper who wrote (1984)	3/1/1999 9:46:00 AM
From: Lewis M. Carroll	Read Replies (1) \| Respond to of 2389

One of the primary reasons companies use FPGAs is time-to-market. Clear Logic does not help in this arena. Also, as stiff as the competition is in the FPGA world, prices drop continuously. ALTR has the benefit of decreasing costs on process technology. Clear Logic does not. Therefore, what may look like a good price to a customer today, may not be tomorrow. ALTR knows this and if they were to perceive CL as a treat, could make a good argument. Also, Clear Logic is focusing on older technologies. They can't touch the new stuff and that's where today's revenue growth and tomorrows revenue is coming from. XLNX has their own Clear Logic - called Hardwire. It's a Xilinx product which should be easier to sell than Clear Logic and it's not a big factor.