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October 30th, 2009 | Tags: Altera, FPGA, India, outsourcing, software, Xilinx | Category: FPGA

How can Xilinx improve its bottom line

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 [...] [...]

Continue reading How can Xilinx improve its bottom line

October 30th, 2009 | Tags: Altera, FPGA, India, outsourcing, software, Xilinx | Category: FPGA | 2 comments
October 15th, 2009 | Tags: Altera, FPGA, Xilinx | Category: Business, FPGA

What to read in Xilinx’ and Altera’s third quarter results

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 [...] [...]

Continue reading What to read in Xilinx’ and Altera’s third quarter results

October 15th, 2009 | Tags: Altera, FPGA, Xilinx | Category: Business, FPGA | One comment