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Synopsys Inc. Message Board

  • geordilaforce007 geordilaforce007 Jan 28, 2010 4:28 PM Flag

    Jay Vleeschhouwer launches EDA coverage

    Former Merrill Lynch analyst now at Ticonderoga Securities. Launched EDA coverage today. Commentary on Cadence in analog market:

    "As such, while the company is certainly facing market and business model pressures, its technical position of 2009 is not comparable to that of 1999. It retains market leadership in the “custom IC” (analog/mixed-signal) market, which in turn is a play on consumer electronics and mobile/wireless design requirements, as well as emerging automotive electronics and imaging design requirements. Having said that, we believe that it will face additional competitive pressures from one or both of Synopsys’ and Magma’s entrance in the category."

 
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