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Technology Stocks : MENTOR GRAPHICS
MENT 37.250.0%Mar 31 5:00 PM EST
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To: P314159d who wrote (203)2/4/1999 9:25:00 AM
From: Robert Douglas  Read Replies (1) of 376
 
P314159d,

You and I are on the same page. I have done the exact same analysis of the three big EDA players and reached the same conclusion. Mentor, if now an equal or near equal, is severely undervalued. The catalyst to gain parity will be increased margins over the next several years, IMO.

This will be dynamic because I believe the whole EDA industry is set to grow faster as well.

Ricky,

Thanks for your insight. I hope you stay around and post for a long time because you have the specific knowledge of the products that I severely lack.

I think we have ourselves a winner here gang.

-Robert
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