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Technology Stocks : Cadence Design Systems

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To: Ian@SI who wrote (508)	8/20/1999 6:10:00 PM
From: Paul Miranda	Read Replies (1) of 668

Ian, > So far, no one has come up with a credible guess at who might > even consider a CDN takeover. > A more likely scenario would be for CDN to takeover a startup > that fills some niche or gap in CDN's product set. I personally doubt that anyone would take over CDN, since they're just too big. I don't think CDN has any significant gaps in their products, they're just falling behind some and need to improve what they've got. They definitely seem to have all the pieces of a complete EDA flow, and really need to put work into making all the pieces that have been aquired work together better. In some spots they're weak and I could see them buying out some startups with better technology. If Avant! hadn't grown so big through aquisition itself, I could've seen CDN buying them as part of a settlement of their ongoing lawsuit ala Intel v. DEC. This would end those troubles and bring some good technology into cadence. Unfortunately this doesn't seem to be in the cards. I guess they could always sell off the pieces that duplicate their own tools, but it gets to be an expensive proposition. Anyway, I got in a hair under $10 last week and so far this is proving to be a comfortable ride.

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