Getting through to Wall Street
Dan Nenni wrote this week that Wall Street Hates EDA . He's not far wrong. His post demonstrates the investment community's utter ignorance of what EDA actually does. For example, Dan quotes a Deutches Bank AG report that says Synopsys "tests semiconductors." Now those in the engineering world know that was an ignorant statement. Synopsys does a lot more than test. But we have to consider that Wall Street is not an engineering audience. They don't make things. They make money off of companies that make things. They are interested in what the financial upside is of any business, and EDA marketing does nothing to explain that. Here's why. Ask any EDA executive, from engineering to sales to the C office who they sell to and they will all say the same thing. "We sell to engineers." Every bit of communication created is designed to convince engineers to use their products....