Xilinx, Inc. (NASDAQ:XLNX)

CAPS Rating: 4 out of 5

The Company designs, develops and markets complete programmable logic solutions, including advanced integrated circuits, software design tools, predefined system functions, customer training, field engineering and technical support.

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Player Avatar Rake80 (57.62) Submitted: 2/7/2013 6:52:24 AM : Outperform Start Price: $33.50 XLNX Score: +3.39

FPGA growth estimated to be 2xtimes normal semiconductors growth. The estimate can be wrong, but I can confirm the tailwinds FPGAs are enjoying from my own technical work experience. In FPGA industry, Altera has been performing better than Xilinx lately, but this might change. Xilinx introduced a new Development Suit---and if it lives up to the promise, their customers (my employer included) are gonna stick to them.
In my opinion, high barriers to entry (because of patent-protected FPGA Technologies and development software) will help Xilinx and Altera keep their duopoly in the foreseeable future. Considering the price/valuation today, both are a compelling investment.

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