FPGALover

Altera and Xilinx Report: The Battle Continues

Very lucid analysis. I believe Mr. Gavrielov has studied Geoff Moore who shows that becoming the platform upon which other people depend for their living is the right strategy in mature markets (and few people will argue that PLDs have become a mature market). Cisco's Chambers also subscribes to this view.

I'm a little worried that Altera's primary competitive advantage is owned by someone else (TSMC). What would prevent Xilinx from also doing business witht them? And I somewhat disagree with the author's comment that Altera's strategy is "to create the most advanced FPGAs". Stratix IV is essentially the same architecture as Stratix III...

Finally, one has to ask what the relevance of HardCopy really is. It is very R&D intensive software-wise. And still far from amounting to the 10% of revenue Mr. Daane has promised for years...