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HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
cad
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
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
Autodesk is my CAD Play
In 2005 Autodesk was expanding 3D presence via acquisitions like Alias, leaving competition like Adobe in the dust. The story hasn’t changed as far as 3D is concerned. The fact remains, a large part of the design world (mechanical, architectural, construction, animation, etc.) still designs in 2D, and Autodesk is one of the prime beneficiaries
The Next Big Innovation in Microprocessors: Anant Agarwal (Part 2)
When I arrived at MIT in 1993, Anant was in the midst of his first startup, decidedly bitten by the entrepreneurship bug. The project I was on was Alewife, which Anant discusses below. Many of the ideas and breakthroughs in Tilera date back to the research we did during Alewife. At the time, I was
Future of CAD and PLM: Part 2
In Future of CAD and PLM : Part 1, I mainly discussed the enterprise software workflow and trends around which the reshuffling of the industry will happen, and I said that Autodesk is by far the best positioned to reap the benefits of this shuffle. In this piece, I want to discuss Hardware and OS.
Design Collaboration in the Extended Enterprise?
Recently, I saw a comment from Carl Bass, CEO of Autodesk, that he intends to keep Autodesk focused on CAD and PDM (Product Data Management), and leave Enterprise PLM (Product Lifecycle Management) to the other players. This, for me, raises the question: Where does Design Collaboration sit in the enterprise workflow? In my recent Extended
Saas: PLM & the Extended Enterprise
I have written two pieces already, discussing the Extended Enterprise: – SaaS: Webex and the Extended Enterprise – SaaS: CRM and the Extended Enterprise In addition, I wrote CAD / PLM Shuffles, discussing the changes in the Product Lifecycle Management marketplace.
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
