I am in the business not at CDNS but a smaller firm. I can tell you that we are getting a lot more business recently. With the semis and semi equipment stocks coming back expect a big upside on all EDA stocks.
I re-iterate my last call. EDA business is getting better. i7 and windows 7 hitting the mass market later this year is a plus for EDA sales. Also sales outside the traditional markets(USA, Japan, Taiwan, Korea) are getting better.