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Technology Stocks : Cadence Design Systems -- Ignore unavailable to you. Want to Upgrade?

To: tom who wrote (166)	1/7/1998 3:10:00 PM
From: Rich K	Respond to of 668

Tom- if you go to the IMES thread, you will find quite a few posts describing the libraries. It has become apparent to me that Cadence finds them very valuable, and is confident that IMS will be an excellent business partner. As a IMS shareholder, I like the association with Cadence, and am hoping it can be a long and profitable relationship. IMS's technology seems to fit well with Cadence's sub-micron endeavours, and their System On a Chip developement. In my opinion, IMS stock price hasn't responded yet to the Cadence association because the usefullness of IMS technology has not had much press. I admire the business momentum of Cadence, and think companies like IMS will help them achieve their billion dollar goal for '98. It will be an interesting year! Check out the IMES site on SI. There is a surge of enthusiasm which is infectious. You will find folks there eager to discuss the Cadence / IMS relationship. Look at the posts and lets discuss what these libraries will do for both companies.....Rich K.

To: tom who wrote (166)	1/7/1998 10:09:00 PM
From: Greg Werner	Respond to of 668

Tomas and all CDN shareholders on SI, Here's a jump start on IMS from a newsletter that Rich posted on the IMES thread recently. The newsletter is Conservative Speculator. << As it was developing its highly-advanced processor, IMES realized that a key element of the design process, the cell library, wasn't up to the demands of the new high-density technology the company was working with (0.25 micron & smaller). Existing libraries contained outdated elements that snagged CAD software, causing frustration & delay. Another problem was that these libraries, for the most part, were custom to the individual fabrication plants and didn't allow customers to take their intellectual property to different manufacturers, severly limiting their options. IMES developed its IMSLIB - It is not only friendly to design-aid (synthesis) tools, but is fully adaptable to multiple processes; an exciting achievement within the industry. According to IMES' Scott Johnson, "Design houses attempting to get into 0.25-micron technology don't have very good options. They can't get to the synthesis densities we can reach without a good library." What he means is that IMSLIB is the only good option for the new technology. Companies that don't end up using IMSLIB will have to settle for larger chips that perform slower (up to twice the size and half as fast). More important, they have to settle for a slower time to market as they deal with delays due to synthesis-tool problems, a harder merging of elements and wire routing, and many errors. Integrated Circuit Engineering Corp. estimates a product only three months late in a market that would last two years loses about 36 percent of its potential. Six months late and you may miss the whole window of opportunity. IMES offers its customers quicker time-to-market (more revenue opportunity), lower risk, smaller chip size, and better performance. Market Strategy Management believes that in addition to its obvious customers, the semiconductor industry's design-tool vendors, there are over 200 companies with multiple projects that could benefit from IMSLIB. An average contract with any of these companies could range from $300,000 to $1.5 million. The potential with tool vendors is substantial. All have shown great interest thus far and the relationship with Cadence should be particularly lucrative (Cadence has a sales force of over 1,200.) >> Hope that helps somewhat. I'll be posting and/or lurking here (added some CDN to my 401k after the partnership announcement). Looking forward to seeing all of you here and on the IMES thread. One thing we seem to be missing over on IMES is people who understand the technology that we are both dealing with (SOC, libraries, etc..) Any help you could lend us would be appreciated. Go CDN! Go IMES! Greg Werner