FPGALover's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/227847/comments http://seekingalpha.com/article/90239-xilinx-vs-altera-which-is-the-real-growth-stock?source=feed#comment-228266 228266
But keep in mind that in the long term, the market cap of these companies tend to trade in a somewhat narrow channel...]]> Mon, 11 Aug 2008 19:16:28 -0400
But keep in mind that in the long term, the market cap of these companies tend to trade in a somewhat narrow channel...]]> http://seekingalpha.com/article/85478-altera-and-xilinx-report-the-battle-continues?source=feed#comment-208072 208072
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...]]> Thu, 17 Jul 2008 16:49:44 -0400
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...]]>