Monthly Archives: February 2011

Nokia

I’ve been following the cell-phone industry for years, ever since I was involved in strategic planning for VLSI Technology’s communications group, one of the first semiconductor companies to get involved in, first, GSM and then CDMA (we had a license … Continue reading

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EDA and Wall Street

Good news in a way: Merrill Lynch (or Bank of America Merrill Lynch as I suppose we have to get used to calling them) have re-started coverage of EDA with a 20 page report on the industry, much of which … Continue reading

Posted in finance | Comments Off

DesignCon

I spent Tuesday at DesignCon. I expected more EDA participation. All the big guys were there with skeleton crews and a few middle sized guys but they were outnumbered by all sorts of companies that are peripheral to design. How … Continue reading

Posted in Uncategorized | Comments Off