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ajtj99

01/21/03 9:37 PM

#67033 RE: Zeev Hed #67031

There are two places looking good for a bounce tomorrow. One is NDX 1000, and the other is COMP 1342. I have no preference for one over the other. We might see the NDX subordinate to the COMP in this instance, but I'm not sure.

Most of the shorter term charts are oversold, but the 60-minute has room to the downside yet. I'd expect a bit of up in the early going followed by a drop to support, most likely at new lower lows than we had today.

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Belgie24

01/22/03 10:45 PM

#67480 RE: Zeev Hed #67031

Zeev, could you please answer a question concerning .13 micron manufacturing? ALTR reported tonite they are the only one in their space (programmable logic devices) with production devices that were manufactured on .13, implying they are ahead of XLNX with this, and will have substantial competitve edge in the near term due to this. Would you agree this is significant for ALTR? Cary Salsberg seems to have said that XLNX had a technology edge on ALTR recently - could this reverse that edge? Thanks.