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

To: Boyce Burge who wrote (372)	4/22/1999 9:43:00 PM
From: arnie h	Respond to of 668

Boyce: Thanks for posting the NYT article. It was most informative. Obviously, the analysts are pretty upset and it will take a lot to repair the damage with the major brokerage houses. When they start commenting that top management doesn't have a clue about the business, you know it is a serious matter. On this earth, you can't compromise other people's jobs and expect to avoid repercussions. It's hard to believe Mr. Harding et. al. didn't understand this. On the technical side, it would be astonishing if CDN isn't more than competitive in the <.18 business after all the acquisitions they made. Yet, if they have been frittering away their time on non strategic matters, I suppose that could be the case. Among worrying about options, repricing options, insider selling and taking controversial advantage of bookkeeping, it seems the company may have lost its way. They need to get back to basics and start worrying about the health of the company rather than how to do better as individuals. Arnie H