Fifty years ago, you would have known that it was a Mad, Mad, Mad, Mad World. Today, however, it’s an IP, IP, IP, IP World. Should you choose to cling to any skepticism about this state of affairs, here’s how to get over it.
Below you’ll find a very rough set of numbers [gleaned from Yahoo Financials] that look at the stock valuations of four companies that Play Large in the world of EDA and IP. You’ll see posted there, a compare/contrast of the corporate performances of Mentor Graphics, Synopsys, Cadence, and ARM over the last 1 year, 2 years, and 5 years.
Remember back to the summer of 2008? The sky was falling, the world’s economy was hell-bent on reaching the brink of cataclysmic collapse, and although Cadence was aggressively going after Mentor Graphics, the company was in truth only a handful of weeks away from a complete collapse of its own, the dismembering of the executive team in mid-October 2008. Given the drama of that time, could we have predicted where we would be today?