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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony,

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To: Jose Matos who wrote (4833)1/18/1999 7:25:00 PM
From: Liren Chen  Read Replies (1) of 122088
 
Joe,

In latest EE Time (Electrical Engineering Times), a paper mentions
that the law suit will fight to 2000. I cannot expect what
the suit will go, but I think it will take quite long time.

My view as a end user of Avnt and CDN tools, Avant's tools
are very good but also most expensive.
I am not surprised that AVNT will meet or beat the
analyst estimation. Also there is a rumor
that AVNT got a few big contracts. I strongly suggest you
to cover your short before Tuesday closing. If you want
short, take later.

CDN will have a good quarter number too, I think. They
may don't have a great revenue but it will show very
good earning because of cost control.

I think that both of AVNT and CDN will be winners in the street.
Semiconduct industry has been recovered. What do you
expect its software vendors? GO NORTH!

Good Lucky!
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