Altera-Xilinx Pair Trade Rising as Bet on Shift in Market Share

... allocation back into Altera," said Jim Stellakis, founder and director of research at Technical Alpha Inc. in Greenwich, Connecticut . That reflects a big change in sentiment, as some investors see more value in Altera. - Its shares fell 1.7 percent ...

http://www.bloomberg.com/news/2014-11-14/altera-xilinx-pair-trade-rising-as-bet-on-shift-in-market-share.html