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Technology Stocks : Avant (AVNT)

AVNT 30.93

-1.2%

3:59 PM EST

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To: Hedge who wrote (26)	3/24/1997 1:56:00 AM
From: Moor Park	of 3441

I long both AVNT and CDN. In fact, I consider the current weakness of EDA stocks as a great buying opportunity. AVNT has become the #1 of new issued placement & routing software license company. I consider that is a sign of market victory over CDN. However, Its lawsuit with CDN may be a long-time trouble for AVNT stock. I like CDN because of its design service division. That division made a lot of money for CDN. In addition, CDN provides very complete EDA tools. Semiconductor industry is a very competitive industry. If a company can design a chip with 10% smaller size than competitor's, it can save 20% of manufacture cost than competitor. EDA tools are their weapons to fight each other for this. No matter which chip company will win the battle, EDA industry is always a beneficiary. There are not so many companies in EDA industry. Especially, you can not lose money if you own the EDA leaders and are a long term investor. However, I'm also very interested in the short term turbulence for EDA stocks. I also make short-term trade for part of these EDA stocks I owned. Moor

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