We feel confident in our strategy because we have had proven success by embedding our planar EM tool -- Momentum -- into the ADS flow. This has been a clear advantage for our customers, and we believe the same market success will be duplicated with this full 3D technology.

We worked very closely with major foundries in Taiwan and the U.S. to identify their most important, next-generation modeling requirements. These customers told us that process characterization is on the critical path to their success. Today's announcement emphasizes our significant and ongoing investment in device modeling.