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Technology Stocks : Cadence Design Systems
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To: Ian@SI who wrote (485)8/15/1999 7:30:00 PM
From: Carl R.   of 668
 
I have owned CDN off and on over the years, but never any of the other players. I almost bought SNPS in the 20s not long ago, but didn't pull the trigger. I think CDN will be fine as far as market position. I'm no EDA expert, but they appear to have some vulnerability at .18µ, and it seems that many of the earliest people at .18µ have been using SNPS tools, but I think they will be OK.

Carl
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