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


To: PMylnar who wrote (184)1/15/1998 2:32:00 PM
From: goro  Respond to of 668
 
They are 60% cash means they've sold tech stock already. Part of their strategy seems a planned wait for an opportunity to buy, also their performance has been weak in 1997, so they sold their weak holdings which could be as much as 40% of their portfolio. They had to show something to their clients..