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Mentor Graphics
EDA Industry Update
All four major EDA players recently announced their results which, as expected, were not too encouraging. In this piece, we will provide an analysis of the industry’s recommended moves for the immediate future.
Cadence Takes a Page Out of Microsoft’s Playbook
With the Microsoft-Yahoo! drama fresh on everyone’s mind, Mike Fister and the Cadence board have finally done something that shows a bit of boldness, some imagination, and possibly some courage. Cadence has made a hostile takeover bid for Mentor Graphics.
Will Magma Die on the Vine?
Magma Design Automation, Inc. (LAVA) provides electronic design automation software products and related services, and is our fourth and final company in the EDA review. In February 2007 I reviewed Magma and noted they were a potential acquisition target given their legal problems in a losing patent fight with Synopsys. I pondered on the possibility
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
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
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
Is Cadence Growing at the Expense of Magma?
I have written extensively about the structural dysfuctions of the EDA industry in Future of EDA, Future of EDA: Addendum. The only two growth areas in the EDA market are Design for Manufacturability / Yield (DFM / DFY) and the pre-synthesis part of the flow that includes system-level design, hardware-software codesign, and prototyping. It turns
Future of EDA: Addendum
Recently, Gartner fired their EDA research team, part and parcel, with veteran analysts Gary Smith and Daya Nadamuni. Here’s John Cooley’s report on the departure with comments from many industry stalwarts. This takes out the last remaining independent analyst that covered EDA as an industry. There is a problem in EDA. Small $4 Billion market
