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Technology Stocks : Cadence Design Systems
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To: Ian@SI who wrote (481)8/15/1999 9:06:00 PM
From: Cary Salsberg  Read Replies (2) of 668
 
Ian,

Thanks for the info. Another reason I haven't jumped in is the balance sheet. Less than $1 in cash and 1/3 of the $4 book value is intangibles. For an established market leader with no dividends paid, they don't have much to show for their years in business. I realize that amortizing the intangibles will shelter future income from taxes and thus may be converted to cash, but right now it does not look like a potential long term hold. Short term and relative to other equities it looks cheap. They say in their last Q report that quarterly comparisons will not look good for about a year. How long do you think it will sit at $10?

Cary
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