Few evenly-matched semiconductor companies battle for market share more closely than the programmable-logic device (PLD) market leaders Xilinx, Inc. (NASDAQ:XLNX) and Altera Corporation (NASDAQ:ALTR). Although the stocks of both XLNX and ALTR have appreciated well, our analysis of the two companies, using the Gridstone Research platform, leads us to conclude that ALTR has an edge over XLNX due to its focus on cost management and on verticals requiring complex design capability, resulting in high-margin customer wins. read more…

Much has been written about the rivalry between chipmakers Intel (INTC) and Advanced Micro Devices (AMD), with AMD often portrayed as the biblical David taking on the more powerful warrior Goliath. An analysis of both companies using the Gridstone Research platform reveals that investors aren’t likely to witness a fatal strike against INTC anytime soon. read more…