Cadence Design Systems Inc
Why Intel expects to lead the chip space through its 14nm process
In August 2014, Intel (INTC) shared details about its development with 14nm technology. 14nm succeeds Intel’s 22nm technology.
Eminence Capital lowers stake in VCA Antech, Inc.
Eminence Capital lowered its position in VCA (WOOF) during 3Q14. The stock accounts for 1.95% of the total portfolio—down from 3.01% of the fund’s 2Q14 portfolio.
Glenview Capital starts new position in Cadence Design Systems
Glenview Capital disclosed a new position in Cadence Design Systems (CDNS) that accounts for 1.21% of the fund’s 2Q14 portfolio. Cadence Design Systems is based in San Jose, California. It develops solutions for its customers to design increasingly small and complex integrated circuits (or ICs) and electronic devices.
Eminence Capital ups position in Allscripts Healthcare Solutions
Allscripts provides clinical, financial, and population health management solutions to physicians, health systems, hospitals, and post-acute organizations.
Why Eminence opens new position in Cadence Design Systems
San Jose, California-based Cadence Design Systems develops solutions for its customers to design increasingly small and complex integrated circuits (or ICs) and electronic devices.
Must-know: Glenview Capital Management’s 2Q14 positions
Larry Robbins’ Glenview Capital Management delivers attractive absolute returns through fundamental research and individual security selection. The size of Glenview’s portfolio increased from $15.2 billion in 1Q14 to $17.2 billion last quarter.
Cadence’s Acquisition Spree to Bolster Product Growth
Cadence Design Systems (CDNS) continues to enhance its product portfolio by way of new acquisitions. In the last five years, the company has completed eight acquisitions.
How Does Synopsys Compare to Its Peers?
According to our findings here, ETFs outperformed Synopsys based on PBV. However, Synopsys outperformed most of its ETFs based on price movement and PE.
How Does Cadence Design Compare to Its Peers?
The price-to-book value ratios of Cadence Designs, ARM, Ansys, Synopsys, and Mentor Graphics are 4.36x, 8.68x, 3.78x, 2.47x, and 2.40x, respectively.
Cadence’s Net Income Rose Quarter-over-Quarter in 2015
Cadence Design Systems has a market capitalization of $6.2 billion. Cadence’s year-to-date price movement has been rising quarter-over-quarter in 2015.
Why EDA is integral to the semiconductor industry
Semiconductor companies utilize the services of chip designers such as Cadence in order to tackle time-to-market pressures.
Cadence delivers end-to-end solutions in EDA and IP
Looking at its EDA products through the Virtuoso platform, Cadence provides support for laying out transistors, wires, and chips for a variety of designs.
Key overview of Cadence Design Systems’s operations
About 90% of Cadence’s revenues come from contracts over multiple periods, allowing the company to generate a steady, predictable stream of revenues.
Eminence Capital lowers stake in Kar Auction Services Inc.
Eminence Capital lowered its position in Kar Auction Services (KAR) during 3Q14. The stock accounts for 1.57% of the total portfolio—down from 2.88% of the fund’s 2Q14 portfolio.
Eminence Capital initiates position in Zimmer Holdings Inc.
Eminence Capital started a position in Zimmer Holdings (ZMH) during 3Q14. The position accounts for 1.09% of the fund’s 3Q14 portfolio.
Why Glenview Capital increases position in Flextronics
Glenview Capital upped its position in Flextronics International (FLEX). Currently, the position accounts for 4.50% of the fund’s 2Q14 portfolio—up from 3.64% in the 1Q14 portfolio. Flextronics provides advanced design, manufacturing, and services to original electronic product equipment manufacturers (or OEMs). It’s one of the world’s largest providers of global supply chain solutions.
Must-know: Glenview Capital ups position in VCA
Glenview Capital upped its position in VCA Inc. (WOOF). VCA was earlier known as VCA Antech. Currently, the position accounts for 1.79% of the fund’s 2Q14 portfolio—up from 0.32% of the 1Q14 portfolio. A 13G filing at the end of August revealed that Glenview increased its stake in VCA from 8.7 million shares at the end of 2Q14. Currently, it owns 14.85% of the company with ~12.8 million shares.
Why Eminence Capital exits position in Advance Auto Parts
Total sales during fiscal 2013 increased 4.7% to $6.49 billion as compared to fiscal 2012.