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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (4336)7/28/1999 4:29:00 PM
From: Stormweaver   of 54805
 
Possible Gorilla watch list candidate: CDN (Cadence Design Systems)

* Recent Orcad acquisition further cements their industry dominance in EDA, PCB design software. Last quarters results just reported were off as but coming quarters should be better as they transition to a new sales/licensing model.

* Global recovery should help signficantly as foreign sales/service account for 45% of the revenues.

This stock is worth keeping on the radar screen for the next couple of months. Currently trading at it's 52 week low.

Cheers
James
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