EDA Stock Price Snapshot
A picture is worth a thousand words, at least to an engineer like me so let’s see what happened in the past 3 months:EDA Stocks, August 23, 2008 Mentor is up about 10%, Synopsys down…
Cadence Eats Humble Pie
I had to laugh out loud when I read the press release where Cadence blames Mentor for their own failed bid. Even more laughable was Mentor’s feigned “shock” at Cadence withdrawing their hostile bid. I’m 100% certain…
CDNS stock in free-fall, let Mentor go
Cadence stock fell some 30% today after Michael Fister talked about lower sales and earnings than expected according to an article in the Oregonian . Here’s my favorite analyst quote: Terence Whalen, a Citigroup analyst, asked Fister…
Webinars and Webcasting
I had the pleasure of attending a webinar yesterday about what’s new in HSPICE presented by Synopsys. Previous webinars I’ve attended required that I use a separate phone line to get audio, then use my web browser to view the…
Flomerics Accepts Mentor Bid
Mentor’s latest cash offer was accepted today by the board at Flomerics. It’s likely that the Flomerics CEO and vocal staff will not make the transition into Mentor. I can see how the Mentor sales team could…
IP Presentations from DAC
ChipEstimate.com has archived all of the IP presentations in PDF from DAC called IP Talks. Companies include: Algotronix ARM Cadence CAST CebaTech Common Platform Denali Dolphin Elliptic eSilicon Impinj IPextreme KiloPass Mixel MoSys PLDA Rambus TakeCharge Sidense Synopsys…
64 Brief DAC Videos
David Heller taped 64 brief videos at DAC this month, ranging from 48 seconds to well over 4 minutes. His guest speakers all work at EDA companies that exhibited at DAC, from start-up Analog Rails to giant…
Flomerics said no, twice!
Mentor just extended their cash offer to buy Flomerics at a value of just 1.2X historic revenue, however they still don’t want to be acquired. Good for them! Let’s see if Autodesk comes to the rescue of…
Who is Frank Quattrone? CDN and MENT
Interesting article in our local Oregonian newspaper about this high-tech investment banker showing up at the annual Mentor shareholder meeting last week. Nobody knows if he’s working for CDN, MENT or somebody else. It kind of reminds…
Cadence Makes Colossal Error in Bid to Acquire Mentor
I guess that my title sums up the strategic blunder that Cadence is making in their bid for Mentor Graphics. So, why is this such a big mistake for Cadence and the EDA industry? Product…