-
Recent Posts
Recent Comments
Archives
- November 2011
- August 2011
- July 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
- December 2010
- November 2010
- September 2010
- June 2010
- May 2010
- April 2010
- March 2010
- February 2010
- January 2010
- December 2009
- November 2009
- October 2009
- September 2009
- August 2009
- July 2009
- June 2009
- May 2009
- April 2009
- March 2009
- February 2009
- January 2009
Categories
Meta
Category Archives: investment
30th Anniversary of Funding of VLSI Technology
Doug Fairbairn reminds me that today is the 30th anniversary of the funding of VLSI Techology. VLSI was really the first company to embrace the idea that integrated circuits could be designed by people outside the priesthood of the semiconductor … Continue reading
Posted in eda industry, investment, semiconductor
Comments Off
Vertical integration back in fashion: re-aggregation again
I was on a board meeting of Tuscany this morning and Trevor Loy, the board-member representing Flywheel Ventures painted an interesting view of what Wall Streets received wisdom is about what is going to happen in technology in general. The … Continue reading
Posted in eda industry, investment
Comments Off
Apple is chasing down Exxon
Apple just became the most valuable tech company in the the world, surpassing Microsoft. It is now chasing ExxonMobil, the most valuable company in the world and the only one ahead of it. Apple is valued at $291B and with … Continue reading
Posted in investment, silicon valley
Comments Off
So you want to start an EDA company?
As I have said repeatedly, the old model for innovation in EDA has died. The old model was largely that venture capitalists would fund teams of engineers, they would produce products to solve some problem that was looming on the … Continue reading
Posted in investment, management
Comments Off
Ticonderoga
When I was at Cadence, one of my jobs was to be the technical interface to investors and analysts. The finance organization, with its investor relations department, could handle all the numbers but if anyone wanted to talk about technology … Continue reading
Posted in investment
Comments Off
Entrepreneurs’ ages
Entrepreneurs are all twenty-somethings straight out of college these days aren’t they? Not so fast, it turns out that this is an illusion. It’s probably true in some areas, such as social networking, where the young are the target audience … Continue reading
Posted in culture, investment
Comments Off
Barriers to entry
When I looked around at DAC last month (well, the month before last, what happened to August?) one thing that is in some ways surprising is that, given the poor growth prospects of the EDA industry, there are so many … Continue reading
Posted in engineering, investment
Comments Off
CEO pay
If you are an investor, what do you think the best predictors for success for a startup are? If you could pick only one metric, which one would you use? Peter Thiel, who invested in both PayPal and Facebook so … Continue reading
Posted in investment
Comments Off
Being too early to market
Startups have a singular focus on getting their product to market as quickly as possible. Given that focus, you’d think that the primary mode of failure for a startup would be being too late to market, but it’s actually hard … Continue reading
Posted in investment, management
Comments Off
DAC: VC panel
I went to Lucio Lanza’s panel session on how much it matters that VC investment for fabless semiconductor companies and EDA companies has dried up. The rest of the panel was Sanjay Shrivastava from Denali, Gunjeet Baweja from Needham and … Continue reading
Posted in eda industry, investment
Comments Off