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Technology Stocks : Cadence Design Systems

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To: kendall harmon who wrote (464)	7/24/1999 11:06:00 AM
From: arnie h	Read Replies (1) of 668

Hi Kendall: I did see that and found it somewhat uplifting. I'm puzzled however how the leader in a field can make as many acquistions as this company has and have such a large drop in revenues. Obviously they took on lots of schlock business to make the company look good and are trying to get beyond that now. All the recent insider 144 filings don't add comfort either. This is a company obviously in need of a more mature management and managers who have more interest in the company than their personal affairs. They also need a vastly improved Board who will knock off the rather unsavory option practices the current Board has either stimulated or allowed. Arnie

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