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Strategies & Market Trends : Bill Wexler's Profits of DOOM -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (3995)	12/12/1998 1:40:00 AM
From: Y2k_fan	Respond to of 4634

How could you guys miss this touching letter from Sir Gerry? ----------------------------------------------------------------- This message complies with the Anti-slamming Amendments Act Section 301, Paragraph (a)(2)(c) of s. 1618 Sender: Avant! Corporation, 46871 Bayside Pkwy, Fremont, CA 94538 Phone: (800) 369-0080 E-mail: info@avanticorp.com To be removed from our mailing list, simply reply to info@avanticorp.com with "REMOVE" in the subject. --------------------- Dear Friends: As I mentioned in my last letter, I would like to keep you regularly informed of current developments at Avant!. Today, I want to bring you up to date on the recent developments in the ongoing litigation between Avant! and Cadence Design Systems. As you may know, on December 7, a federal court in San Jose enjoined future sales of Aquarius, our previous generation place-and-route tool. The court also allowed Avant! to continue support for Aquarius for 60 days. Avant! will appeal Avant! will certainly comply with the court's order, but we respectfully disagree with the court's findings and will file an appeal. We are disappointed that the court concluded that grounds exist to issue a preliminary injunction on Aquarius. The injunction is, however, preliminary and we intend to prevail at trial. A preliminary injunction does not mean that the issue of misappropriation of intellectual property has been resolved, but simply puts a hold on sales and support of a product until a final legal determination has been made. No final determination will be made until there has been a full trial on the issues. Regrettably, but predictably, our competitor has chosen to spread lies about the impact of the court's decision on our customers. Please let me set the record straight. Court's decision does not apply to Apollo The court's decision is directed at Aquarius, Avant!'s old place-and-route tool. Avant! stopped selling Aquarius nearly a year ago when it was replaced by Apollo, Avant!'s technologically superior next-generation place-and-route product The court's ruling does not apply to Apollo. Apollo is based on Milkyway, a new generation VDSM common database. Milkyway was independently developed in a rigorously controlled environment and is totally independent and separate from prior generations of Avant! place-and-route products. Cadence has no legitimate claim against Apollo In January 1998, we provided Cadence with the Apollo source code for examination. After having the Apollo code for 10 months, Cadence executives have suddenly claimed that they plan to challenge Apollo. In fact, Cadence's attorneys stated in court on October 28 that "Apollo we've had since January and we're not making claims against Apollo." Because Cadence can't compete with Apollo in the marketplace, they are now threatening to attack Apollo in court in an attempt to scare customers and confuse the industry. We urge you to rely on the facts and not react to sabre-rattling by Cadence, which appears to be willing to do anything within its power to continue to disrupt Avant!'s marketplace success. Cadence cannot successfully challenge Apollo Rather than attempt to determine what code in Aquarius needed to be replaced, and risk Cadence's inevitable challenge to that decision, Avant! simply replaced all code in those broad, functional areas challenged by Cadence. Milkyway represents a completely new product that provides database, interface and utilities services. The entire process of developing Milkyway was strictly supervised by outside lawyers and independent experts. NONE of the Aquarius code implicated in the court's injunction is in Milkyway. Support still available to Aquarius customers Avant! will also be able to continue providing support, including hot fixes, for the duration of the 60-day period. The 60-day period is an excellent time to migrate to Apollo. We developed Apollo and Milkyway to address the tough challenges of VDSM design, and it is a superior place and route product. We have experienced engineers who have been helping customers migrate to Apollo for nearly a year and they are ready to help any customer in need. Avant! remains financially and technologically strong Avant! is very healthy financially, with cash reserves in excess of $100 million. Avant! is the leader in VDSM design technology and continues to expand into a complete front-end to back-end, full line ICDA vendor. Customer adoption of our SinglePass design solution and Silicon Early Access solution has been strong. With your continued support, we have a very bright future. Gerald C. Hsu Avant! Chairman, President and CEO Wooo, I got to cry now. "We did not steal your car, we just wash it with the strongest cleanser..."

To: Bill Wexler who wrote (3995)	12/12/1998 4:32:00 PM
From: Dante Sinferno	Read Replies (1) \| Respond to of 4634

Bull Market Report ... Interesting weekend stuff , CPU part of agressive portfolio : bull-market.com Fundamental reasons why the market will go higher , much higher : bull-market.com Rob

To: Bill Wexler who wrote (3995)	12/13/1998 10:45:00 AM
From: funk	Respond to of 4634

I threw a fit over here >>> Message 6812530 Maybe someone will get a hoot out of it, or take the opportunity to pick a fight. Also looky here! tsc on cpu thestreet.com