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Technology Stocks : Cadence Design Systems

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To: c. carlson who wrote (635)	2/18/2000 9:52:00 PM
From: Carl R.	of 668

I agree that SNPS did not post impressive results. The whole sector is showing surprisingly little growth. Combining SNPS, CDN, AVNT, and MNTR, the combination in the most recent quarter was actually down 2% from the prior year. With the rest of the semis rocking, why is there so little growth here? One thing worth noting is that CDN regained the top position in market share after finishing second to SNPS in the September quarter. Carl

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