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Technology Stocks : Quickturn (QKTN)
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To: Jeff who wrote (152)10/3/1997 3:56:00 AM
From: SidStock   of 251
 
I've been a buyer between 11 and 14. This stock is thinly traded
but IMO should have some good earnings for at least the next few
quarters. A lot of the competition in the emulator/accelerator
market is now gone. Quickturn boxes are purchased not just for
in cicuit emulation, but also as a simulation accelerated (ie
like traditional IKOS boxes). The newer processor based quickturn
boxes, incorporating IBM technology, have much faster compile
times and thus are more competitive as an option instead of
an accelator.

The major plus for Quickturn is the lack of competition:

o Mentor Graphics emulators are now under patent infringement and
not allowed to be marketted or sold in US.
o Synopsys exitted emulation, and sold this business to Quickturn.
(I might add that they retained 500,000 QKTN shares plus options
on 1M more shares).
o Zycad (ZCAD) exited the accelerator market by selling it off
to IKOS.
o IKOS is the only real competition left, and they just announced
their emulation business was not panning out to well.

Earlier in the year, QKTN sales where hurt do to customers finally
"evaluting" their products vs competitive products. This delayed
purchases of their product until these "lengthy" evaluations
where completed. Now the only real emulator evalutations can
only be QKTN (fpga) against QKTN (processor) boxes. This should
greatly streamline the sales cycle and improve the revenue
and earnings for at least a couple of quarters.

My short/mid term target is 20.

Sid
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