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Technology Stocks : Quickturn (QKTN)
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To: Tom LePera who wrote (57)3/21/1997 1:52:00 AM
From: Mike Chen   of 251
 
Don't know about HOT SHOT fund managers buying - Vinik bought and sold.

What does the SpeedSim merger mean? They paid a lot for a company that had little revenue and was losing money. In a world that asks the question: 'buy or build', I assume they thought SpeedSim had pretty important assets - technology, people, or?

I like their consistent growth, but I'm not quite sure how secure their niche is.

Mike
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