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Synopsys Inc. Message Board

  • larryf1967 larryf1967 Jan 14, 2009 8:42 AM Flag

    last post Dec 4th??? thats insane

    is anyone out there?

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    • edaguru Jan 23, 2009 9:50 PM Flag

      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, 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.

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