2013 was an up year for the stock markets as both the DJIA and the tech-heavy NASDAQ showed significant growth, so how did EDA and Semi IP companies do in the past 12 months? A quick stock plot from Yahoo Finance shows us that only two of the seven companies beat the NASDAQ: ARMH, MENT.… Read More
Yawn… New EDA Leader Results Are Coming
We will soon start to see the quarterly financial reporting installments of the “Big 3” public EDA companies. I predict they will be as boring as usual. I am not sure if I would want it any differently though.
Back in the 90s there were times when it was truly interesting to wait to see what Cadence, Mentor, or later Synopsys, might announce.… Read More
Shakeup at Mentor Graphics
Reading the title you guessed it right, Mentor Graphics has three new board members today from the slate offered by billionaire activist Carl Icahn:
- José Maria Alapont, chief executive of the auto parts maker Federal-Mogul
- Gary Meyers, a director of the chip maker Exar
- David Schechter, an executive at Mr. Icahn’s investment firm
Cadence EDA360 is Paper!
Hard to believe a year has gone by since the big announcement of the Cadence Blueprint toBattle ‘Profitability Gap’; Counters Semiconductor Industry’s Greatest Threat! Having spent more time on it that I should have, here is my opinion on EDA360 on its first anniversary.
Richard Georing did a very nice anniversary piece “Ten Key… Read More
Mentor 2 : Carl Icahn 0
The corporate raiders are still throwing rocks at Mentor Graphics. I have followed this reality show VERY closely and find their latest assault seriously counterproductive. Disinformation is common in EDA but I expected more from Carl Icahn and the Raiderettes. They are quite the drama queens. Here is a billion dollar question:… Read More