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Technology Stocks : Cadence Design Systems
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To: Hedge who wrote (63)6/8/1997 11:49:00 AM
From: NewGun   of 668
 
I think the best thing CDN can do is some kind of comments on Q2. I guess the big deal announced by AVNT with LU is currently perceived as weak competitiveness of CDN, which is not necessarily true, since LU has been AVNT customer for a long time.

I believe CDN will be volatile before Q2 settles. CCT dilution is a big uncertainty.
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