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.


Player Avatar Rake80 (53.04) 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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