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Technology Stocks : Quickturn (QKTN)
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To: Mike Chen who wrote (166)10/20/1997 4:50:00 PM
From: brooklyn dodger   of 251
 
To Mike Chen:

From Brooklyn Dodger:

What does "PSR" mean? I have invested in EDA companies for some
time and have never come across that term. With respect to QKTN, do
you feel that the emulation market is slowing down, or is it more a
case of IKOS putting pricing pressure on QKTN, thus lowering margins.
How much knowledge do you have about emulation versus other verifica-
tion techniques (i.e. event driven simulation). I, too, was at DAC
in Anaheim. QKTN seemed to make a pretty good pitch. Why do you think its strategy is confused? The more details you give me, the
better. I am not in the stock now, but I was very impressed with how
fast the QKTN's price shot back up after the April fiasco.

One last question: what other EDA companies do you follow, and
what looks interesting to you? Many thanks in advance for your response...

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