Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : 3DFX -- Ignore unavailable to you. Want to Upgrade?

To: Dave Evans who wrote (5372)	7/15/1998 3:22:00 PM
From: James Sinclair	Read Replies (1) \| Respond to of 16960

OK, I don't work directly in the industry. From a general engineering sense, here's my take on Quickterm. I'm guessing its a high end tool that would have been hard for a start up to purchase, but now that the company has lots of cash they can afford. In the long run it reduces their product cycle time and overall development costs (they catch problems before they waste money on test silicon runs). As an investor, I see it as good news because: 1) It makes me believe their cash flow is strong so that they can afford investments in infrastructure. 2) Future products come to market faster. This just increases their lead on the competition. I'd be surprised if the tool was purchased just to add a given feature to the new chip. Rather it just improves their overall process.