Olivier Coudert on October 30th, 2009

Last week I wrote a post discussing Xilinx and Altera Q3’09 results, and I mentioned Xilinx’ operation margin consistently trailing Altera’s by 3-4%. I had a few emails regarding that gap, and why that gap would be closed eventually. Let me address this topic with this post. Comparing the yearly fiscal exercises directly would be […]

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Olivier Coudert on October 15th, 2009

This week Xilinx and Altera released their September results (Q2FY10 and Q3FY09 respectively). The bottom line is shown below (all numbers in $M). Source: Xilinx and Altera financial reports, and Yahoo! Finance Xilinx’ quarterly income of $64M (0.23$/share) beats Wall Street’s expectation of 0.19$/share. Altera’s quarterly income of $56.7M (0.19$/share) meets Wall Street’s expectation. Both […]

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