In May 2003, August 2003, and December 2003 EDA Commentaries by the authors (published on EDACafé.com), the then-current yearly and quarterly financial performances of a selected group of publicly traded Electronic Design Automation (EDA) companies were analyzed and compared. Expectations regarding the future financial performances of these same EDA entities were documented as well. This February 2004 report covers their performances for the fourth quarter of 2003 as well as for the full year 2003. PrefaceBased on news reports in the common media, it would appear that the general US economy has been improving in recent quarters. The US Gross Domestic Product had a spectacular third quarter with 8.2% growth and a lower but still positive fourth quarter with 4% growth. On Wall Street, the Dow Jones, S&P and Nasdaq rose 24%, 26% and 50% respectively for the 2003 year. Productivity increased 4.2 percent in the nonfarm business sector during 2003. Mergers & Acquisitions are on the rise as 2004 begins. What about the electronics sector? During a February 2, 2004 webcast on "Fourth Quarter Results and Short Term Outlook," Doug Andrey, Principal Analyst for the Semiconductor Industry Association, presented data for the semiconductor industry as shown in Table 1 below:
Table 1 Semiconductor Industry Report - SIA
The total semiconductor worldwide market reported $166.4 billion in revenue versus $141 billion in 2002, a growth of 18%. How did this strong performance translate into the revenues of our selected group of EDA software & services vendors?
How did the EDA Vendors fair during the fourth quarter of 2003?
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