Magma Design Automation Inc. (LAVA)
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LAVA Forum Topics
- All Comments on LAVA
- General Discussion on LAVA
- These Insiders Are Buying During This Selloff [view article]
- Disconnects in the Semiconductor Industry [view article]
- Last Blast of Summer: The Pre-Holidays Earnings Rush [view article]
- Three Electronic Design Stocks: Mentor, Magma, Synopsys [view article]
- Natural Disasters: Is Magma's Loss Cadence's Win? [view article]
loading ...Recent LAVA Articles
- These Insiders Are Buying During This Selloff
- Disconnects in the Semiconductor Industry
- Last Blast of Summer: The Pre-Holidays Earnings Rush
- Three Electronic Design Stocks: Mentor, Magma, Synopsys
- Magma Squeezed From Both Sides
- Will Magma Die in the Vine?
- Natural Disasters: Is Magma's Loss Cadence's Win?
-
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Grady
These Insiders Are Buying During This Selloff [view article]
How about TMR? ReplyDisconnects in the Semiconductor Industry [view article]
Since 1996, I am quite disappointed by regular wrong market predictions from these research firms. The semiconductor industry relationship is well explained here. What matters is how fast the technology is getting commoditized. The unit shipment might have grown enormously but not the revenues. The change current is fast and it's very invisible in semi market. ReplyLast Blast of Summer: The Pre-Holidays Earnings Rush [view article]
interesting read...thanks! ReplyThree Electronic Design Stocks: Mentor, Magma, Synopsys [view article]
The foundries are getting into the EDA business. Expect CDNS and LAVA to fade away soon. MENT and SNPS are in better shape because their established positions in the DFM space. These however, can erode as foundries replace them piece by piece.If one has money, why buy EDA stocks? Reply
Editors
General Discussion on LAVA
Is this a buy or a sell? ReplyNatural Disasters: Is Magma's Loss Cadence's Win? [view article]
I haven't heard of any customers switching from Magma to Cadence. There may be a few, of course. Remember in the days when Avant! was in legal trouble, most customers continued to use their tools without any legal problems.I have read speculation of some combination of Magma with Mentor Graphics, because their product lines are very complimentary.
JAB Reply