Seeking Alpha

Auriga, which downgraded Xilinx (XLNX -1.5%) in September only to upgrade shares a month later,...

Auriga, which downgraded Xilinx (XLNX -1.5%) in September only to upgrade shares a month later, is downgrading them again today. The firm is worried about the adoption by mobile carriers of technologies such as Wi-Fi, short-range base stations, and Ethernet-based wireless backhaul, which have less need for Xilinx's FPGA chips than conventional gear. These trends presumably should also impact archrival ALTR.
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