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The past two weeks were pretty interesting if you follow FPGAs. Yes, Xilinx and Altera kept upping their target to Wall St., but that is not where the excitement came from. It came from the recent announcements of two startups, both created in 2003 and heavily funded. Tabula released its long-awaited device, which goes [...] Continue reading Can Tabula and Tier Logic be successful? October 30th, 2009 | Tags: Altera, Business, FPGA, India, outsourcing, software, Xilinx | Category: Business
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 biased [...] Continue reading How can Xilinx improve its bottom line 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 [...] Continue reading What to read in Xilinx’ and Altera’s third quarter results |
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