( ESNUG 400 Item 14 ) -------------------------------------------- [10/10/02]
Subject: Wall Street Analysts Should Read The Merrill Lynch SNPS Report
> If you have a couple minutes, I attended the Synopsys Wall St. analyst
> conference last week. It was rather boring, but would like to compare
> notes w/ you.
>
> - Cliff Conwell
> EnTrust Capital New York, NY
From: John Cooley <jcooley@theworld.com>
Cliff,
I generally have no problem talking with you Wall Street types, but I'd
like to suggest that you somehow get your hands on the Oct. 8th 2002
Merrill Lynch write up on the SNPS analyst's conference. It's by Jay
Vleeschhouwer. Out of all the summaries I've read, Jay's was the best
one around that summarized the issues facing Synopsys and Cadence, plus
he didn't have any of the usual glaring errors I typically find in
analyst's reports.
- John Cooley
the ESNUG guy
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