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Zack63
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re: Mentor's Rhines sees 'modest growth' in 2013
Zack63   1/9/2013 8:57:33 AM
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From Article: "2012 industry revenues should approach $300 billion" What industry is that? Certainly not the EDA industry... Mentor is ~ 1Billion/year company...

geekmaster
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re: Mentor's Rhines sees 'modest growth' in 2013
geekmaster   12/19/2012 7:32:42 PM
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At a recent webcast SEMI said that 2013 equipment spending growth is 0% and capacity addition has slowed from 6% down to 3% in 2013. They talked about the roller coaster and argued that because of the high revenue expectations the fab spending growth rate has a chance to be also positive. This seems to fit: slower capacity additions and high revenue expectation lead to more equipment spending. Let's just hope that economy works out as well



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