Looks like it's been years since anybody's been here... I had to dust the cobwebs off the "Post New Message" link.But if anybody's out there I wanted to see what others' opinions are regarding the flatness in revenue over the past couple years. My inclination is that it is just general cyclical weakness in semiconductors and not specific to the company or the PLD industry.Does anybody have any insights?
"My inclination is that it is just general cyclical weakness in semiconductors and not specific to the company or the PLD industry."Yup, that seems reasonable.B
Good to see some life here.Well if it is only cyclical, I think there's some good news in store for us. We're in a revenue and profitability slump, and the stock price appears to be unduly punished, which to me spells a good buying opportunity. http://www.savicom.net/hosted/altr_xlnx_07q2.htmlI've been in and out of these stocks (ALTR and XLNX) for 17 years or so, and this looks like one of the better buying opportunities I've seen in quite a while. If they do return to their long term trends there should be some significant stock price appreciation.
I also just recently bought into the stock. I think the potential return from here is very good. I base this mostly off the recent Value Line write ups for the stock.-- Mark --
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