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Monthly Archives: May 2009
Wall Street values
Wall Street does a terrible job of valuing investment. I’ve talked earlier about how financial accounting standards do a poor job of capturing the value of many modern companies in their balance sheet. But Wall Street is driven by people … Continue reading
Posted in investment
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FPGA software
Why isn’t there a large thriving FPGA software market? After all, something like 95% of semiconductor designs are FPGA so there should be scope for somebody to be successful in that market. If the big EDA companies have the wrong … Continue reading
Posted in eda industry, marketing, methodology
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Ready for liftoff?
I talked earlier about how it seems to take $6M to build a channel in EDA once you get to the “just add water” stage where all you need to do is to ramp up a salesforce and distribution. However, … Continue reading
Posted in eda industry, management
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