Sramana Crunches EDA

I blogged an alert about Cadence's troubled guidance in CDNS, Like a Rock, and now, respected business blogger and journalist Sramana Mitra has weighed in with an in-depth analysis at Cadence Crashes. Now What?.

As I've commented to her before, I like her "big picture" financial perspective on the EDA industry, but as an engineer, I feel she gives too little weight to the strength of each company's technology. She argues that the big guys will win in the long run because of their ability to deal.