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DMac
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Staff
re: Analyst downgrades Xilinx after sales warning
DMac   12/22/2010 10:55:12 PM
NO RATINGS
I'd be surprised if Achronix is at this point taking a lot of marketshare from Xilinx. I think Achronix would acknowledge that they aren't making a sizable dent at this point, certainly not anything that would result in Xilinx lowering its sales guidance by this margin.

goafrit
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Author
re: Analyst downgrades Xilinx after sales warning
goafrit   12/22/2010 10:16:10 PM
NO RATINGS
They better watch if Achronix is eating market share. I may not be only weaker demand, it be industry redesigning.



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