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.

Blue Nile Struggles Amidst Luxury Industry Collapse

MasterCard’s SpendingPulse recently reported that the 34% decline in sales of luxury items was the highest year-on-year decline of any retail category during the holiday season and that the reduction was led by falling jewelry sales. In such conditions, it is not surprising that Blue Nile (NILE) recently announced a lackluster Q4 performance.

Calling For a Palm-Dell Union

Yesterday, Palm reported a dismal Q3 as losses widened and revenue plunged 71% due to pricing concessions and weak sales of its aging portfolio. The much-awaited Palm Pre, which is expected to bring the company back to profitability, is on track to be launched on Sprint in the first half of the year.

So, Does HP Buy Brocade Now?

On February 19, Brocade Communications Systems, Inc. (NASDAQ:BRCD), a leading supplier of data center networking solutions with annual revenue of $1.5 billion, reported first quarter results that beat earnings estimates. This was the first quarter report since the company completed the $3 billion acquisition of Foundry in December. With the Foundry acquisition, Brocade offers strong competition

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IBM Wants to Buy Sun? Why?

Boy, I wrote the last Sun piece with a recommendation for Sun to hold on to its OpenSource business, and divest the hardware business, and thought that Cisco may be interested in the DataCenter business in particular. And the news this morning is that IBM is considering buying Sun for about $7 billion.

Sun Should Pursue OpenSource Full Blast

Last year when Sun Microsystems (NASDAQ:JAVA) took over MySQL, I asked if it would get into open source applications.

Marvell Cleaning Up In Tough Times

Earlier in the month, Marvell Technology Group (NASDAQ:MRVL), one of the leading chip makers, reported fourth quarter results that beat estimates. However, in response to the deteriorating economic environment, Marvell continued with its cost reduction efforts and cut about 7% of its workforce. For a closer look at Marvell, see Vijay Nagarajan’s strategy series from

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Motorola’s Mobile Phone Share Drops Sharply

In the past week, Motorola has released two products: MC55 EDA enterprise smartphones based on Windows Mobile and Stature i9, an iDEN phone, with Sprint. According to a recent Gartner report, worldwide mobile phone sales declined 5% in the fourth quarter and Motorola slipped to the fifth position, its market share crumbling from 11.9% last year

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