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Technology Stocks : Cadence Design Systems

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To: linda k who wrote (226)4/26/1998 1:20:00 PM
From: Sonki   of 668
 
rev growth is very important, earnings can be manipulated in many ways. pls. note the trend at the bottom of this post in Rev. Growth which will turn into earnings...

Please forgive me but during the week days, I am very slow to answer posts. I will come here on weekends. I thank you for attaching GS report. How do you get this report? Is it avail to everyone or are you a client at GS?

I am have been focused on drug stocks since last year as I was very heavily invested in techs.

this represents approx 50% of my holdings. While cdn is 1-2 %.
csco, msft, intc, dell, pfe, wla.

CDN doing all the right things. It is in top 10 fide. sel. sw.

Over the qurter, it will go up and down based on Avnt news.
I think Avnt has a better product in the physical design.
CDN over a long period will win. They usually charge $big$$/hr for
sw consulting services for assitance of the chip design based on their products. They have an accesss of pool of very brilliant
EECS enigneers in India. My background is in EECS and I can tell you, ** EECS professionals are in a HUGE demand (understatement). ****

Any company that has established a way around this tight labor market will be doing well. Avnt CFO left the company and CEO makes frequent visits to jail. The company got started with stolen code. Their product is better but a customer like Intel may not be intrested in a better product from Avanti. They will stick to CDN. (just my thinking). I have bought AVNT in the past and made small money but I can nerver buy it and hold it for a long time due to this constant court battle. So i end up jumping out of it. CDN, I can just buy and hold. I may drop CDN anytime, I see it technically breaking down and I will not do any research to find out why. It's not worth the time.
Fool's subtracted the one time charge and maybe that is why their earning shows lower. Anyway, future it what matters, not the past.

Archived Earnings Calendar
April 21
CADENCE DESIGN
CDN
0.25
0.24
0.19
44.1% <--- rev. growth.
January 27
CADENCE DESIGN
CDN
0.29(a)
0.27
-0.36(a)
33.3%
October 14
CADENCE DESIGN
CDN
0.48
0.46
0.36
24.4%
July 22
CADENCE DESIGN
CDN
0.41
0.40
0.30
18.9%
April 15
Cadence Design
CDN
0.37(a)
0.35
0.28
24.0%
January 21
Cadence Designs
CDN
0.44a
0.42
0.33

April 21
CADENCE DESIGN
CDN
0.25
0.24
0.19
44.1%
January 27
CADENCE DESIGN
CDN
0.29(a)
0.27
-0.36(a)
33.3%
October 14
CADENCE DESIGN
CDN
0.48
0.46
0.36
24.4%
July 22
CADENCE DESIGN
CDN
0.41
0.40
0.30
18.9%
April 15
Cadence Design
CDN
0.37(a)
0.35
0.28
24.0%
January 21
Cadence Designs
CDN
0.44a
0.42
0.33
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