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buy-out
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
Openwave Going Nowhere Fast
Openwave Systems Inc. (OPWV) describes itself as one of the world’s leading innovators of software applications and infrastructure designed to enable revenue-generating, personalized services, including merchandising and advertising, which converge the mobile and broadband experience across devices. The company announced Q1 earnings ending September 30, 2007. Total revenue was $63.0 million, lower than YoY where
Is Salesforce.com Hitting a Ceiling?
Recently, Salesforce.com (Nasdaq: CRM), a hot company by any standard, lost a key executive to another company that is dramatically less hot or even interesting. Rene Bonvanie, whom Salesforce.com had recently hired to head up its super-critical AppExchange program, left for Serena Software. Chances are, you have not heard of Serena Software, while you have
Cadence LBO?
Does naivete rule, when investors send Cadence shares up to a 52-week high on the rumors of a buy-out? The truth is, a Private Equity player buying Cadence doesn’t make a hell of a lot of sense, since the company has a very slow growth rate due to the industry’s normal behavior patterns. It has
Palm Gets Rubinstein
Elevation Partners is buying 25% of Palm for $325 Million, and John Rubinstein, the now famous Apple executive who brought the iPod to life, and ran Apple’s iPod division until recently, will join as Executive Chairman. The deal also brings Elevation founders Roger McNamee and Fred Anderson (former CFO of Apple) onto the Board of
Will Buyout Save Tribune?
Tribune Company is a media and entertainment company engaged in publishing, interactive media and broadcasting. The Company is the only media organization with newspapers, television stations and websites in the nation’s top three markets and reaches out to approximately 80 percent of U.S. households. Tribune publishes 11 popular daily newspapers including Los Angeles Times, Chicago
Palm Changing Hands
Looks like Palm will change hands this week. The bidders are the usual suspects: Nokia and Motorola on the vendor side, and TPG and Silverlake on the Private Equity side. I was suprised that Dell isn’t bidding, and did some digging to see what’s going on, and found this: :: Here’s why, according to one
CAD / PLM Shuffles
There have been several changes in the CAD / PLM market in the last year, with UGS being purchased by Siemens for $3.5 Billion, and with Dassault reducing its dependence on IBM Global Services. Both moves are surprising, since I don’t at all, see any synergy between Siemens and UGS, and the IBM-Dassault partnership was
