Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 162.77

+2.6%

3:59 PM EST

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To: Mark Oliver who wrote (7330)	11/19/1998 4:31:00 PM
From: Ian@SI	Read Replies (1) of 10921

Thread, Is there someone in the industry who can help Mark? Mark, I've never researched the EDA companies. I believe there are about 2 or 3 key players with CDN (Cadence) being the only name that I associate with this niche. I wouldn't even know what questions to ask in order to properly assess the opportunity. If no help comes on this thread, there are several industry insiders who post on the General Lithography thread who should be able to offer some useful insights. Regards, Ian.

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