There was nothing in the call to show me the company is changing its ways. On the technology side, they will continue to invest in areas where they are uncompetitive and this will lead to continued discounting during sales. Taken together, CDNS will not see an uptick in the price of its stock until it makes the tough choices and sheds some of its products. If you want to invest in EDA, try looking at SNPS or ANSS.