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January 29, 2002

Moshe Gavrielov, CEO. January 29, 2002. An Outsider’s Perspective. 1998: Wall Street Common Wisdom. EDA is a small business EDA will become a duopoly No more EDA companies will go public No one invests in EDA startups In-house tools will make a comeback Confusing business models.

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January 29, 2002

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  1. Moshe Gavrielov, CEO January 29, 2002

  2. An Outsider’sPerspective

  3. 1998: Wall Street Common Wisdom • EDA is a small business • EDA will become a duopoly • No more EDA companies will go public • No one invests in EDA startups • In-house tools will make a comeback • Confusing business models

  4. So ….What Happened?

  5. Top IPO Performers: 2001 1 8 0 1 6 0 1 4 0 1 2 0 1 0 0 (%) 8 0 6 0 4 0 2 0 0 Unilab Bunge Verisity Centene Nassda Accenture LogicVision Given Imaging Select Medical Cross Country AFC Enterprises Advisory Board Charter Financial PDF Solutions Peet's Coffee & Tea Odyssey Healthcare HPL Technologies Wright Medical Group Willis Group Holdings Alliance Data Systems AMN Healthcare Services Fisher & Paykel Healthcare Corp Magma Design Automation Monolithic System Technology United Surgical Partners International Source: CommScan, Equidesk; Data includes top 25 performing IPO’s YTD; Prices as of Dec 31, 2001

  6. So ….What Has Changed?

  7. “Anything useful has already been invented” 2002: Wall Street Common Wisdom • EDA is a small business • EDA will become a duopoly • No more EDA companies will go public • No one invests in EDA startups • In-house tools will make a comeback • Confusing business models Compared to what? By whom?

  8. What Actually Changed in Four Years? • Complexity up 8X • Power dissipation up >2X • Supply voltage drops • Very deep sub-micron effects prevail • Opportunities multiply….

  9. Key Ingredients for Enduring Success • Real solution for killer problem • Large potential customer base • Effective channels • Renewable revenue model • Full management team • Focus on execution

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