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TUESDAY, June 8, 2004, 10:30 AM - 12:00 PM | Room: 6A
TOPIC AREA:  BUSINESS

   SESSION 1
  Panel: CEO PANEL: EDA: This is Serious Business
  Chair: A. Richard Newton - Univ. of California, Berkeley, CA
  Organizers: Bob Dahlberg, Kurt Keutzer

  Over the last 20 years, electronic design has grown to annual revenues of $3B per year and dominates the Technical and Systems Sector of the Software Industry. Cadence and Synopsys are among the top 15 independent software vendors when ranked by market capitalization. In short, the EDA industry has come of age, but the future of the industry is far from certain. Where will the future growth of the industry come from? Are EDA revenues forever tied to the cyclical semiconductor industry? Will there ever be another "next great EDA company" or has the industry settled into a stable tri-opoloy?

    1.1   CEO PANEL: EDA: This is Serious Business
  Speaker(s): Ray Bingham - Cadence Design Systems, Inc., San Jose, CA
Aart De Geus - Synopsys, Inc., Mountain View, CA
Walden C. Rhines - Mentor Graphics Corp., Wilsonville, OR

Questioners: Gary Banta - Stretch, Inc., Mountain View, CA
Richard Goering - EE Times, Santa Cruz, CA
Jennifer Jordan - Wells Fargo Bank, Portland, OR
Mark Papermaster - IBM Corp., Austin, TX
Sunil Shenoy - Intel Corp., Inc.,Hillsboro, OR
Gary Smith - Gartner Dataquest, San Jose, CA
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