Xilinx XLNX

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    1. Surging Natural Gas Production in Appalachia Highlights Need for Infrastructure to Reach Beyond Region


      Thu, 30 Oct 2014

      we are interested to learn about its outlook for the third quarter. In its earnings announcement last week, rival Xilinx XLNX said it anticipates some near-term softness in demand, and Altera is likely to experience similar business conditions

    2. Altera Reports 3Q as Expected; We Still Forecast Market Share Gains in 2015


      Fri, 24 Oct 2014

      we remain excited about Altera's opportunity for market share gains in 2015, when the firm will use Intel to manufacture its next-generation 14-nanometer high-end PLDs, which should allow it to capture share from rival Xilinx .

    3. No Surprises in Xilinx's Second Quarter Report Card; Our Outlook Holds Steady


      Thu, 16 Oct 2014

      Programmable chipmaker Xilinx reported fiscal second-quarter results ..... to-down-4%, provided in July. Xilinx saw PLD sales to the communications ..... to be flat to up 4% sequentially. Xilinx is anticipated to see higher PLD sales

    4. Altera Reports Solid Second Quarter, Appears to Be Taking Market Share From Xilinx


      Thu, 24 Jul 2014

      other geographies appear to be strengthening, which should benefit Altera. The firm appears to be picking up market share from Xilinx , which saw revenue decline 1% in the most recent quarter and provided an outlook of flat to down 4% next quarter. Nonetheless

    5. Xilinx Reports 1Q Results


      Wed, 23 Jul 2014

      Programmable chipmaker Xilinx reported fiscal first-quarter results ..... of flat to up 4% provided in April. Xilinx saw particular softness in programmable ..... and automotive segment rose 5%. Xilinx said results were softer than it had

    6. 3 Tech Picks for the Patient


      Sun, 29 Jun 2014

      in the PLD segment after a slowdown in the past couple of years and 2) the opportunity for market share gains from Xilinx XLNX beginning in late 2015. Orange ORAN Orange in the largest telecom operator in France (and still has a narrow moat

    7. Slugging It Out in the Equity Arena


      Fri, 23 May 2014

      signal a change for the better at this beleaguered firm. Even with improvements in these areas, though, we think Lattice faces an uphill battle in the long term, considering the strength of Xilinx XLNX and Altera ALTR in the FPGA segment.

    8. ALTR vs XLNX


      Thu, 15 May 2014

      understand the financials but would like to know if anyone with tech knowledge has an opinion. Is XLNX pulling away from ALTR...as some apparently think? XLNX is fairly valued at the moment while ALTR under-valued. Or, is ALTR a solid long term

    9. Tailwind From China Propels Growth for This Chipmaker


      Mon, 28 Apr 2014

      gave a brighter forecast than rival Xilinx XLNX , which expects revenue to be flat ..... dominated by two players, Altera and Xilinx , and made up less than 2% of the ..... business. We think both Altera and Xilinx have narrow moats, thanks to their

    10. Altera Benefits From China LTE Buildouts in 1Q; We Think Shares Are Attractive


      Thu, 24 Apr 2014

      segment is anticipated to decline, while the other segment is expected to be flat. Altera gave a brighter forecast than rival Xilinx , which expects revenue to be flat to up 4% sequentially next quarter. We continue to believe that healthy PLD demand from

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