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Technology Stocks : Cadence Design Systems

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To: Sonki who wrote (290)	10/21/1998 2:53:00 PM
From: NewGun	Read Replies (1) of 668

Too bad cdn had a disappointing quarter. The streak of 20 consecutive quarters of beating estimate is now broken. Q3 rev of 308.6m was actually very impressive but the operating margin deteriorated quite a bit. Jack Harding's management capability is challenged here. With all the merger activities going on it is easy to take the eye off the ball. After 5 years of stellar performance cdn management under Joe Costello earned credibility with investors. That credibility is at risk now with the new management under Harding. I don't like the press release for q3 results. It didn't mention business unit growth information and didn't mention market demand information as they always did before. It indicates insensitivity to shareholders' concerns and mediocrity in communication skills. Sonki, when do you think semi is going to come back?

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