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

To: Rangu Ranganathan who wrote (296)	10/25/1998 5:57:00 PM
From: Sonki	Respond to of 668

Rangu, what do you think of AVNT vs. CDN? Looking at zacks estimates (which is all we have right now), I see Avanti is growing from 21% to 35%+earning grwoth. while CDN in the past has had earning growth of 35% and is moving towards 21%. Thus, going forward, it seems that Avanti has a huge potential on the upside also given the current negative bias due to it's past history, the stock has already been pressured below it's ipo price. avanti currently at 15.x should be trading at 29 to 34 (IMO), any comments? SNPS is very weak in the backend and I do not see them making progress with their backend tools. While I see CDN and Avanti already moving into snps's business. Your comments appriciated. Both cdn and avnt are trading at discount to their growth ratio, do you see this changing or is this the way they have always been?