Mentor Graphics: LBO Recommended

Our third company in the EDA review is Mentor Graphics (MENT). As I said in the Cadence piece, if any company in the EDA industry is perfect for an LBO, it is Mentor Graphics. It has at least two excellent franchises – DFM and PCB design – and other players in the industry would be

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Benazir’s Death

Here is a beautiful picture of Benazir Bhutto, the former Pakistani Prime Minister who was assassinated yesterday. There is not much to say, except this, that the world still has work to do. (I could not find the credits for who took this photograph … if you know, please email me, so that I can

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Interdigital: The Infineon Alliance

By Vijay Nagarajan, Guest Author In the last article in this series, we took a brief look at Interdigital’s new 3G ASIC venture and the thought process behind these moves. In this piece, I wish to focus on the company’s alliance with Infineon, the German semiconductor company, whose latest claim to wireless fame is its

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Synopsys Looks Healthy, But

In our EDA review, Synopsys (Nasdaq: SNPS) is the second major player, always going neck-to-neck with Cadence. Synopsys announced Q4 earnings on December 6, 2007. Unlike the losses posted by competitor Mentor, Synopsys executives were quite pleased with their results and momentum throughout the year enabling Synopsys to meet or exceed all of their original

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Broadcom: Strengths and Weaknesses

By Vijay Nagarajan, Guest Author 2007 has been a happening year for the wireless industry. Apple’s iPhone and Google’s Android are just two examples of how even outsiders want a part of this very luscious pie. 2007 was eventful for another reason – the legal battles between two American communication devices manufacturers – Qualcomm and

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Cadence: Buyout Rumors Persist

I have regularly commented on the EDA industry and discussed specific companies in the past, including Cadence, Mentor, Magma, and Synopsys. Today I come back to look at Cadence again, and examine what has changed since. During the summer Cadence (CDNS) was rumored to be in buyout discussions with Blackstone and KKR, which I said

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Pellejo Soco

And here is a (rather bad) picture of Pellejo Soco, a Cuban band performing at Biscuits and Blues last night. They draw from Latin pop, Brazilian, Flamenco, Afro-Cuban and Jazz influences, and sang one of my favorite Latin songs, Besame Mucho, which I hadn’t heard in a while.

Borders vs Amazon

We have talked much about eBay vs Amazon, Yahoo vs Google, Netflix vs Blockbuster. Yesterday, while walking around in Union Square, looking at the lights on the Macy’s windows, we also walked into the Borders bookstore opposite Saks Fifth Avenue. This, below, is a camera-phone capture of a shelf that attempts a brick-n-mortar version of

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