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EDA Consortium Forecast Panel

EDA Consortium Forecast Panel. Walden C. Rhines CHAIRMAN & CEO. EDA Outlook Bright. Current semiconductor slowdown primarily driven by global recession, inventory oversupply & systems sales decline Leading-edge fab capacity strong through 2004 300 mm Fab Status * 1 fab - Full Production

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EDA Consortium Forecast Panel

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  1. EDA Consortium Forecast Panel Walden C. Rhines CHAIRMAN & CEO

  2. EDA Outlook Bright • Current semiconductor slowdown primarily driven by global recession, inventory oversupply & systems sales decline • Leading-edge fab capacity strong through 2004 • 300 mm Fab Status * • 1 fab - Full Production • 9 fabs - Ramping Up • 3 fabs - Accepting Equipment • 14 fabs - In Construction • 13 fabs - Planned/but not in construction yet • Disintegration of communications marketdriving innovation * Source: Dataquest WCR, EDA Forecast Panel , January 2002

  3. EDA Remains Stable in an Unstable Market *Source: SIA & EDAC WCR, EDA Forecast Panel , January 2002

  4. EDA Forecast - Product & Maintenance Last Year’s Forecast Source: EDAC Market Statistics WCR, EDA Forecast Panel , January 2002

  5. EDA: A Value Opportunity 01/04/02 P/E Mkt Cap/ Revenue Share Price 2002 Last 4 Quarters EDA, Roll-up -- -- 3.8 Mentor Graphics 24.71 19.8 2.7 Cadence 22.00 20.3 3.9 Synopsys 57.99 29.3 5.3 Microsoft 68.90 58.2 13.5 Oracle 15.45 38.8 9.0 Siebel Systems 32.70 75.4 9.0 WCR, EDA Forecast Panel , January 2002

  6. WCR, EDA Forecast Panel , January 2002

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