I just brought a small amount of
shares...230...and wonder what the future looks like. Any advise,
tips, etc. I work in the software industry and like the
technology and analyst upgrades. Does anyone see this stock
moving anytime soon?
I am not so worried about
the short term, looking for a gain in 3 - 6
Ban <--- Getting to know the perils of investing.
generation - its this generation. PKS works
today, so there is are no big secrets being divulged.
SNPS will have enough problems getting their own
version to work, but what placement engine will they use?
Do leading software firms still capitalize
software costs to protect reported earnings or do they
simply expense it all?
I am looking for a study
on whether software industry's accounting for
software development is trending toward or against
capitalization... any books / articles out there?
Please read the following articles in the EE
Times and then return for another heaping helping of
Granny's cooking ..
Cadence Ignites Synthesis Price
by Richard Goering 9/9/99
Next-Generation Synthesis Technology
by Richard Goering
Cadence Claims Synthesis Coup
by Richard Goering
Ponder this possiblility:
The boy and his
dog were so bad in previous lives that they have been
reincarnated as a "dung bag".
Enough with the idle
speculation; lets get down to business....
plop plop plop
...not to mention the detailed information on internal
architecture of CDN's next generation software.
If I was
your manager, Mr Euthanasia, I'd fire you for that
The previous remarks conclusively nullifies the
credibility of the source.
Information on the current
production PKS product characterized as "detailed" is on the
level that has been part of every 1st level marketing
presentation to customers and press. Dozens and Dozens of
these presentations have been held in open, public IC
design seminars across North America, Europe, and Japan
in the months leading up to production availability
of PKS early this month. Furthermore, multiple
articles in standard trade press offer more
Let Granny relieve the burden of your stupidity, it
won't hurt a bit ... You must conquer your fear of text
longer than that of a comic book. Can Granny remind you
to use lip balm as your lips may get chapped from
the double duty of moving while reading and breathing
through your mouth ....
Please read the following
articles in the EE Times and then return for another
heaping helping of Granny's cooking ..
Ignites Synthesis Price War
by Richard Goering
Synopsys Tips Next-Generation Synthesis
This was as much as stated in the EETimes
Envisia PKS is claimed to differ from all other
approaches to deep-submicron design because it includes a
synthesis kernel that has been modified for concurrent
optimization between the logical and physical
I'm sure that somebody is going to read that PKS uses
kernel/database to do both synthesis
and initial place/route,
and has a built in
timing engine (unlike SNPS PrimeTime), and
be running right out to develop the tool that will
Wish you people would at least think before you
If I were your manager, EU, I'd fire you for being
of thinking logically and researching
First of all, this was not a merger. It was an
acquisition. Here are the benefits as I understand
First, Orcad has 10's of thousands of users. These users
are potential customers for the rest of the CDN
Second, Orcad has an extremely low
cost, effective telesales distribution channel. The
days of the $300K/year, mercedes-driving EDA sales
person are numbered. Companies need to lower sales costs
to preserve margins. It's harder than many might
think to build this type of channel. It was clever of
CDN to acquire it.
Third, and finally, the
real money in PCB design/manufacturing is not in EDA
software--it's in the parts that go into building the boards.
Orcad had spent the last 18 months building an
e-commerce element to their offering and inking deals with
parts distributors. This system permits users to
automatically run a BOM on their design, get quotes from
various distributors, and purchase what's needed.
CDN/Orcad is positioned to collect a percentage on each
transaction. All of this is not in place today, but the upside
All in all, the Orcad acquisition
looks like one of the best CDN has done.
Can CDN convince the Orcad schematic front end
user to buy their back end Cadence PCB routing tool, I
guess not, most of the company won't like the ideas of
in house PCB design, people rather contract the work
outside the company, then by merging with Orcad, what
kind of market shares do they gain? CDN get a bad
reputation with their current schematic entry tool (concept)
as clumsy, expensive, hard to build library
component, need 3 times the effort for a design compare to
Orcad. I hoped CDN won't mess with Orcad products
offering, God bless Orcad...