Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cadence Design Systems -- Ignore unavailable to you. Want to Upgrade?

To: Naveen Kumar who wrote (629)	2/12/2000 10:13:00 PM
From: Carl R.	Read Replies (1) \| Respond to of 668

If you buy this company you are betting on two things. First of all you are betting that as the largest player in this field, CDN will eventually be able to get it's act together and become the most profitable. It seems odd that the largest company (actually SNPS had higher sales in Q3, but SNPS probably won't repeat in Q4) can't make money. For what it's worth, SNPS, MNTR, and AVNT are all nicely profitable, so CDN should be, too. Your other bet is that they will get a big earnings surprise when the litigation with AVNT finally concludes. Carl

To: Naveen Kumar who wrote (629)	2/18/2000 10:51:00 PM
From: Carl R.	Read Replies (1) \| Respond to of 668

Some comparative numbers for the sector: PSR PE-2000 PE2001 YR/YR Growth CDN 4.2 50 25 -19% SNPS 3.2 12 10 20% MNTR 2.7 17 15 17% AVNT 2.0 9 7 29% Interestingly all of these stocks are surprisingly cheap for a semiconductor related stock. AVNT is obviously the cheapest by these metrics, but it has a lawsuit hanging over it that it will surely lose, and the only question is how expensive the final bill will be. CDN is obviously the most expensive, but conversely it will be a winner in the lawsuit against AVNT. Carl