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Technology Stocks : Cadence Design Systems

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To: arnie h who wrote (566)	10/19/1999 9:59:00 PM
From: Ian@SI	Read Replies (1) of 668

Arnie, Repricing seems to be the name of the game in the high tech sector. Management argues that it's the only way they can keep their valued employees. If the company's stock just went into the crapper, I'm not sure that I want to keep those "valued employees". Just finished listening to the CDN replay. Reasonably positive call. Sounds like the growth will return beginning 2H00. 6 Contracts for more than $1M with one over $6M last quarter. Good signs of activity picking up in Asia, Japan, NA and even Europe. Still signing 3 year deals with customers that want them. Smaller companies are happy with the 2 year contract. Attrition has slowed substantially since June - July, but no current numbers were given. Positive forward looking statements; seems as if the transition is on track. Ian.

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