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Technology Stocks : Cadence Design Systems
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To: Naveen Kumar who wrote (659)9/18/2000 8:57:52 PM
From: c. carlson  Read Replies (1) of 668
 
Sorry,I don't have command of
those facts. I'm sure the breakdown can be found somewhere on the net.

To me what is attractive is that CDN has had and (I believe) still has the largest market share in the EDA sector. I would prefer to stick with the leader of a group. CDN has also shifted to a subscription sales model, something that Synopsys has just decided to...so I think CDN is ahead of some of the competition in this regard.

I am aware that there is much disagreement about who has the best products. Many informed EDA experts don't think CDN has the best tools. I am not qualified to have an opinion on these issues.

I have been following CDN for 1 1/2 yrs. and believe it will grow to a higher share price based on it's changed sales model, chips migrating to smaller sizes, the pending Tality IPO, and the fact that it has been out of favor for so long. EDA tools tie in with semiconductors...therefore, if you like semiconductor stocks why wouldn't you like an EDA company on the rebound?

If they can deliver or exceed expectations for the next couple of quarters the share price will certainly move into the $40's .

I believe it has been Synopsys that has predicted that it will overtake CDN market share.....but take a look at their stock chart...and consider that they are just now changing their sales model. CND has the stars alligned for a great comeback, I think it will be a good ride.
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