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Technology Stocks : Cadence Design Systems
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To: XBrit who wrote (592)11/17/1999 12:49:00 PM
From: Ian@SI  Read Replies (1) of 668
 
Chris,

When have you ever known Small Cap High Tech managers to accurately predict earnings during either an up leg or a down leg of the tech cycle.

We're now in an up leg. Probably the most massive one that this sector has seen. With all the capacity that INTC's added, they can't meet demand for their leading edge processors.

In the short term CDN is headed for the mid twenties. Might that happen this year? I wouldn't rule it out, but I don't think it's the most probable outcome this year. I do expect to see the low 20s perhaps as soon as this month.

JMHO,
Ian.
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