So here is the article I wrote for Seeking Alpha:
Xilinx EPS up 27% y/y, But What About the Future? [October 19, 2014 at Seeking Alpha]
Altera (ALTR) will report on Thursday, which should throw some further light on the picture.
You can read my summaries of Xilinx (XLNX) and Altera analyst conferences and quarter reports by following these links:
Xilinx analyst conferences
Altera analyst conferences
These two companies are rivals in the PLD and FPGA semiconductor chip markets.