Hi Larry: Well there are folks following but essentially there is no news other than the EDAC show where Aart was seen to be smug about Synopsys taking share through eating others pie. See http://www.edn.com/blog/920000692/post/660039266.html, it's a crowded dog bowl and the dog's are looking lean.
So let's pose a question: can and how will Synopsys grow ?
They are sitting on a healthy cash position, have a fairly broad portfolio, but are sitting in a bad market with customers shrinking as AMD, Intel, SUN, Sony are laying off their engineers.
Given the white whale's penchant for doing the obvious, they will use their Gorilla position to dominate EDA, but then what ?
The math doesn't work as they may grow by Y% points of market share, but the market is declining by 10% or greater. Methinks that Y is less than 10% and then Synopsys shrinks big time.
With this economy its fairly easy to predict that Synopsys market share will increase, the overall EDA market will shrink.
BTW: for EDA, Paul's blog is much more active than these dead Yahoo stock message boards.
EDA market is likely to tick up before the broader economy due to design cycle lead times.. SNPS was valued high because of their cash position & probably isn't going to get quite the bump that CDNS & MENT have seen & will see, but it is probably a safe place to park your cash if you're not in a big hurry.
Synopsys is positioned to grow with phase change memory in all it's potential manifestations and a pleathora of related technologies. Things are going to get strange in the next few years and the strangeness will require looking at how things work in a different manner.