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Stocks X / Xilinx, Incorporated


Subject:  Re: cut my losses? Date:  9/30/2004  2:43 PM
Author:  Philipo Number:  831 of 843

"The market may not relaise it yet, but FPGA is really the trend of the future, fast time to market, low development cost."

As an embedded developer I can testify it's the trend of today not just tomorrow ;-)

...but it's still expensive (FPGA's w/soft cores) for medium to high volume consideration so DSPs and uC's will always have a following as long as they offer the right bang for buck and integrate cheaply the peripherals dejour (i.e. ethernet controller cores lately). Also the development paradigms are comfortable for embedded developers - the FPGA mag's & tool vendors are working on it but it's an expensive learning curve for many especially smaller companies. Again as a developer it's very nice to have all these options for various application demands & budgets.

I agree Xilinx & Altera are worth watching & perhaps buying sometime once they start to recover. I only buy on positive sector movement or improvements FWIW - why loan money to a down headed market? Predictions are pretty dire for demand over the next year. Talk to a semi salesman about a real domestic (US) lead or opportunity and he/she will be very attentive. Tough times continue from my observations.

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