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Technology Stocks : Cadence Design Systems
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To: arnie h who wrote (560)10/17/1999 10:52:00 PM
From: Ian@SI  Read Replies (2) of 668
 
Arnie,

Thanks.

I'm a newcomer to CDN. Haven't even read a Proxy yet, so don't know anything of Lukas.

I just couldn't believe that the Street had totally trashed the leader in this sector simply because they were changing to a different revenue model.

As the chip industry goes from .25µ to .18µ with the DRAM guys going to 0.15µ, I believe that business for the EDA guys will be booming.

And I do thank the Fund Managers for letting me in at a very attractive price. ;-)

Ian.
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