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Cadence Design Systems Inc. Message Board

  • irastockpicker irastockpicker Feb 7, 2000 12:18 PM Flag

    Sincerely...

    I am sorry if I offended anyone here. I was
    trying to be somewhat amusing. I can see I failed. The
    stock is up again and it's too bad that you can't
    understand that that is all I care about and that is all 99%
    of CDN shareholders care about (the other 1%
    probably cares about the tech). I don't care how the
    widget makes the doynker route the
    schmielhammer.
    Once again, I sorry to all the superior smart
    techies.
    GO CDN!

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • one more question then....Why wouldn't a company like HP or TI take a majority share in a CDN or SNPS?

      Thanks, again...and in advance...

      no_tech_lady

    • The large semiconductor and system houses used to
      do all their own EDA tools - and found the
      development and support efforts unmanageable. This was what
      caused the birth of the original EDA companies such as
      Daisy.

      The reason why the existing semis
      survived was because they threw out the old vertically
      integrated model and focused on their core competencies -
      design of ICs and PCBs and systems.

      So it would
      be an enormously regressive step for them to go back
      to the days of trying to do everything themselves,
      especially now that the development of EDA tools has become
      exponentially more complex, just like their chip designs.


      That's why, when you hear talk of EDA companies being
      bought by the HP's and Intel's of this world, you should
      ignore it.

    • Why wouldn't the larger companies be interested
      in doing all their own EDA work
      internally?

      If a company can get what it needs internally, and
      exactly to its specs...it would seem that the EDA
      companies, just to stay alive, would have to do more,
      better, faster, smaller, etc...

      Thanks in
      advance!

      no_tech_lady

    • The EDA industry is a service industry, serving
      the electronics world. The future of EDA is defined
      by the next generation issues in electronic design.
      Right now, the two most pressing issues are (1) the
      breakdown of the "old" tools and methods at the
      deep-submicron level (the current and future geometries of chip
      features that are being pursued, 0.3 microns and below)
      and, (2) the exponential complexity at the system
      level (the "top" view of a new architecture or chip
      design).

      The current difficulties are complex and provide
      ample opportunities for astute designers of EDA tools.
      However, due to the relative slowness of the industry to
      respond to the problems that leading-edge chip designers
      are facing, the larger companies (the ones that can
      afford to) are doing a large chunk of their EDA work
      internally, but they would rather not if the EDA vendors
      would converge on reliable solutions to these new
      problems.

      Now we're entering into a phase where the major EDA
      companies are kicking into gear - their thoughtful
      responses to these twin problems are starting to emerge,
      and the electronics industry's response to these
      solutions seems to be one of cautious
      optimism.

      Problems still remain in just getting chips to be feasible
      at smaller and smaller sizes, but the doomsayers
      have been, and continue to be, outdone by extremely
      bright and innovative people working in the silicon
      process (not EDA) sector. Believe me, there is a very
      large amount of high-calibre talent continuously
      working on this, and with results. The limits on
      transistor miniaturization won't be seen for at least
      another decade, or two.

      Overall, the near future
      appears to be one of a smaller number of design starts
      (new chips) where each new design is of rapidly
      increasing complexity. This is a case of creating a smaller
      number of more powerful platforms to do more jobs, and
      then creating variations on the platform rather than
      redesigning a chip from scratch, in order to re-use all the
      investment in the original design. This is the key to
      continued productivity improvements in electronic
      design.

      I believe that as the new generation of tools and
      methods (methodology is just as, if not more, important)
      become widespread, we will see a new burst of growth in
      EDA revenues. How that new trend will compare with
      past booms in EDA is hard to say, but it is likely to
      favor the major EDA companies the most, as they are the
      only ones with the range and depth of talent in house
      to see all of these issues simultaneously and craft
      thoughtful, deliberate solutions to multiple problems at
      once.

    • Thank you Sir; you've made my day!
      Regards!

    • What is the future of this industry? How small
      can we go? I have a basic understanding of eda, and
      what CDN does, but I worry about finding new
      applications, and really how many more, and how small, chips
      can get. What is going to be the engine to drive this
      sector 5 years from now? I know CDN is the best and
      brightest in this field from all I can find out from those
      in it. My concern is, are we reaching the point of
      diminishing returns in this sector as a whole? Comments?

    • <EOM>

    • 30s is doable, we're lingering here in the 20s quite a bit first though. 40s seems ambitious unless Q3 revenue results really pan out well.

    • SNPS started doing the subscription model before
      CDN and it was working well. CDN waited too long. The
      rapid change over depressed earnings for a few
      quarters.

      Market wise, the current revenue
      recognition approach is good because it helps lock in
      customers and it reduces earnings volatility. The lower
      beta should increase PE relative to a stock with
      similar earnings and a higher beta.

      Al

    • the pre-announcement, and subsequent drop. I had
      sold out in the 40's, 50's pre-split, and used the
      opportunity to buy back in at 12 & 9. I have been in and out
      of CDN for 10 years,(I was introduced to it shortly
      after it became CDN), and have made a ton of money with
      them.
      Will we see 40 again before years end? I think not,
      but 30's seem doable. Any other opinions out there?

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