There seems to be a lot of Cooley on these boards
lately. Heres another one.
In the Jan 14 posting
Cooley reports a customer saying they passed they passed
on cadence's PKS partly because "in it's current
state PKS uses Ambit at the front end with the Ambit
Static Timing Analyzer, and Qplace at the back end with
Pearl as the Static Timing Analyzer, something we
thought was a mishmash and certain to cause timing
All the financial analysts keep
harping on timing closure. Doesn't the state of PKS
pretty much put synopsys on the inside track to win this
particular horse race?
Thanks for your reply. I too like Mr. Murphy's
logic. Nevertheless, when it comeds to entree points; i
like to use my own criteria which helps the "timing."
One must also 'reconcile' the temporary negative
market bias of Mr.Murphy with his buy limits, as you
SNPS broke lomg term support today. Being bellow all
moving averages the break is very negative, in my humble
opinion. I will keep monitoring for finding support.
If you wish to discuss off line; drop me a note at
firstname.lastname@example.org, Best of luck.
Yes, I do read Mr.
Murphy. I think his logic
on SNPS is sound. Frankly, I
now that I will probably not buy more
it hits the 40s, which I doubt. SNPS will
an explosive stock, but I believe
it is solid. At
this point, even if it returns
to the high 60s I'll
have a nice profit. Right
now, SNPS is 8% of my
portfolio. I am trying
to populate my portfolio right now
less high flyers that still have
potential and a margin of safety. SNPS,
WCOM, SPLS, and
MAYBE BBY and NITE fit the bill.
Agree, most of them don't have any sense of
paranoid. As Andy Grove once said Only Paranoid can
survive. With their laid-back attitude, I really doubt
there will be any big leap in the future.
refering to 1/18/00 3:20pm post
Look on the
during the last month. All
shareless by now. What is
the positive news
way? Buy ratings? SNPS
was rated buy
about the same time it is
S&P500). It is not a
positive news any
Good product? Well,
Apple was always
than Microsoft. Which
stock you wish you
bought 10 years ago?
Business skills is what
counts. SNPS hasn't got
This may be a good
for short-term trading
(BTW, I made some
money on it). In the long
run its not worth you
and money, IMHO.
Funny coincidence on the WCOM
have bought more of both WCOM below 45
and SNPS below 56 myself. The value on both
very strong. SNPS I like because of
the low risk,
WCOM because its ownership
of the IP backbone is
SNPS is gaining share and
product differentiation, a powerful
While I am typing here, I will also say
XLNX and NITE look very attractive
to me here as
well. Anyway, a crazy week,
next week may be the
a good weekend....
Same analysis applies to WCOM. While there
downside risk to $37, upside potential is incredible.
Expect WCOM to double in next 12 months. Check it out. I
apologize for the spam, but WCOM, like SNPS, should be
grabbed and held for at least six months.
still here and long. I took all my profits (42
per share to 56) a few months ago and have bought and
sold some other quick movers. I'm back to buy SNPS
again (this time for the long haul) and need some info.
Anyone here got the T/A on SNPS? MS has it in their
"future leaders" portfolio, I know... but what's the
current trend? Can I wait till we see 53, or do I need to
load up now? Saw your 1/18 post - anything under 54.
Wish we could see 50 for about an hour???
say hello again when I'm back in.