Cadence stock fell some 30% today after Michael Fister talked about lower sales and earnings than expected according to an article in the Oregonian . Here’s my favorite analyst quote:
Terence Whalen, a Citigroup analyst, asked Fister whether he was the right person to continue leading Cadence, given the company’s “deterioration,” its sudden switch to a [...]

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I had the pleasure of attending a webinar yesterday about what’s new in HSPICE presented by Synopsys.
Previous webinars I’ve attended required that I use a separate phone line to get audio, then use my web browser to view the presentation. With this webinar I just had to use my web browser to hear the presenter [...]

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Mentor’s latest cash offer was accepted today by the board at Flomerics.
It’s likely that the Flomerics CEO and vocal staff will not make the transition into Mentor.
I can see how the Mentor sales team could sell the Electronics Cooling tools, maybe even some of the Engineering Fluid Dynamics tools, but not the Building Heating and [...]

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ChipEstimate.com has archived all of the IP presentations in PDF from DAC called IP Talks. Companies include:

Algotronix
ARM
Cadence
CAST
CebaTech
Common Platform
Denali
Dolphin
Elliptic
eSilicon
Impinj
IPextreme
KiloPass
Mixel
MoSys
PLDA
Rambus
TakeCharge
Sidense
Synopsys
True Circuits
TSMC
Virage Logic
Wipro

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David Heller taped 64 brief videos at DAC this month, ranging from 48 seconds to well over 4 minutes. His guest speakers all work at EDA companies that exhibited at DAC, from start-up Analog Rails to giant Synopsys and everything else in-between.
I first met David at Viewlogic in the 90’s, and I’ll never forget the [...]

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Mentor just extended their cash offer to buy Flomerics at a value of just 1.2X historic revenue, however they still don’t want to be acquired. Good for them!
Let’s see if Autodesk comes to the rescue of Flomerics.
Flomerics has only one niche product for PCB designers and the rest of their product line is outside of [...]

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Interesting article in our local Oregonian newspaper about this high-tech investment banker showing up at the annual Mentor shareholder meeting last week. Nobody knows if he’s working for CDN, MENT or somebody else. It kind of reminds me of Clint Eastwood riding into town with a fast trigger finger looking for bad guys.

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I guess that my title sums up the strategic blunder that Cadence is making in their bid for Mentor Graphics.
So, why is this such a big mistake for Cadence and the EDA industry?

Product overlap - a successful acquisition has a complement of products, not extreme overlap. Both companies have tools that overlap in the following [...]

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Sean Murphy is now famous for organizing bloggers at DAC 2008 in Anaheim. Check out his list of EDA bloggers.

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Sunday evening EDAC did something different by trying to entertain the DAC audience with a game show, well it was novel yet I predict a show that will not be repeated. In years gone by EDAC has provided an overview of our industry that was at least informative.
Last night the EDAC event was pre-canned ads [...]

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