In the high-end FPGA ("field programmable gate array") space, there are two primary competitors: Altera (NASDAQ:ALTR) and Xilinx (NASDAQ:XLNX). For years, these two companies have largely been equals in the high-end FPGA space, driven by the fact that both have been constrained by the laws of physics, which suggests that given similar development resources and the same transistor technology, the companies are likely to develop comparable products. However, with Altera's announcement in February that it would be moving its high-end FPGA line to Intel (NASDAQ:INTC) Custom Foundry, utilizing Intel's latest 14 nanometer process technology, it is my belief that Altera is poised for outsized market-share gain in this space, which could drive over 30%...
|FREE||SA PRO MEMBERS|
|IDEA GENERATOR||X||Exclusive access to 10 PRO ideas every day|
|INVESTING IDEAS LIBRARY||X||Exclusive access to PRO library of more than 15,000 ideas|
|SECTOR EXPERT NETWORK||X||Exclusive access to all sector experts for direct consultation|
|PERFORMANCE TRACKING||X||Track performance of all PRO stock ideas|
|PROFESSIONAL TOOLS||X||Professional Idea Filters to zero-in based on industry, market cap and more|