n******n
发帖数: 12088 | 1 http://blogs.barrons.com/techtraderdaily/2010/03/04/mentor-graphics-q4-tops-estimates-but-q1-guidance-misses/?mod=yahoobarrons
by Eric Savitz
Mentor Graphics (MENT), which sells chip design software, posted revenue for
its fiscal fourth quarter ended January 31 of $237.1 million and non-GAAP
profits of 30 cents a share, beating the Street at $230.1 million and 28
cents.
However, the company sees FY Q1 revenue of $180 million, with EPS ranging
from break-even to a loss of a nickel a share, while | L****a
发帖数: 572 | 2 Just want to post, but seems you are faster | n******n
发帖数: 12088 | 3 wow, such a sunny weather while ment down so much.
,
Sees
.
million
【在 L****a 的大作中提到】
: Just want to post, but seems you are faster
| L****a
发帖数: 572 | 4 This may indicate that the CAPEX side of semi industry is not in good shape.
Just see the
performance of AMAT, VSEA and other equipment makers. I think the reason is
there's
still a lot of spare capacity in semi industry, and people just don't wanna
invest more.
On other hand, memory makers seem perform well. Traditionally, memory makers
are major customers for semi equipments. I don't know why semi equipment
makers still
didn't rebound given good performance of memory makers.
【在 n******n 的大作中提到】
: wow, such a sunny weather while ment down so much.
:
: ,
: Sees
: .
: million
| s*******t
发帖数: 224 | 5 I guess memory makers still suffer from the old overcapacity issue.
Not enough cash to spend on the euquipments.
shape.
is
wanna
makers
【在 L****a 的大作中提到】
: This may indicate that the CAPEX side of semi industry is not in good shape.
: Just see the
: performance of AMAT, VSEA and other equipment makers. I think the reason is
: there's
: still a lot of spare capacity in semi industry, and people just don't wanna
: invest more.
: On other hand, memory makers seem perform well. Traditionally, memory makers
: are major customers for semi equipments. I don't know why semi equipment
: makers still
: didn't rebound given good performance of memory makers.
| j******g
发帖数: 1098 | 6 我建议大家不要投资Mentor Graphics， 芯片CAD软件老大synopsis 老二Cadence
比这个老三大太多了。
而且CAD软件的市场不大 |
|
