And then comes Table 2 into the discussion. Once again ARM and little CEVA are earnings models to emulate. While this past year has not been kind to Rambus’ earnings, that company always carries the potential for a fantastic profit windfall and it sure does possess some incredible technology. And lastly, some observers are unsure about the earnings potential of the other two members of our IP G5.
Notice that Table 1 columns far above calculate the percentage of one quarter over the other, as labeled,
whereas in Table 2 just above, the relevant columns provide the numerical dollar differences in earnings between two different quarters as labeled.
Here is the detail on NASDAQ prices since May 01:
About the Writer:
Since 1996, Dr. Russ Henke has been active full time as president of HENKE ASSOCIATES, a San Francisco Bay Area
high-tech business & management consulting firm. The number of client companies served by HENKE ASSOCIATES during those years now numbers close to fifty. Engagement lengths have varied from a few weeks up to ten years and beyond.
During his previous corporate career, Henke operated sequentially on "both sides" of MCAE/MCAD and EDA, as a user and as a vendor. He's a veteran corporate executive from Cincinnati Milacron (Research Scientist), SDRC (President & COO), Schlumberger Applicon (Executive VP), Gould Electronics (President & General Manager), ATP (Chairman and CEO), and Mentor Graphics (VP & General Manager).
Henke is a Fellow of the Society of Manufacturing Engineers (SME) and served on the SME International Board of Directors. Henke was also a board member of SDRC, PDA, ATP, and the MacNeal Schwendler Corporation, and he currently serves on the board of Stottler Henke Associates, Inc.
Henke is also a member of the IEEE and a Life Fellow of ASME International.
In April 2006, Dr. Henke received the 2006 Lifetime Achievement Award from the CAD Society, presented by CAD Society president Jeff Rowe at COFES2006 in Scottsdale, AZ. In February 2007, Henke became affiliated with Cyon Research's select group of experts on business and technology issues as a Senior Analyst. This Cyon Research connection aids and supplements Henke's ongoing, independent consulting practice (HENKE ASSOCIATES).
Dr. Henke was also a contributing editor of the EDACafé.com EDA WEEKLY from November 01, 2009 until March 31, 2012, posting thirty-two EDA WEEKLY articles during that period; URL's available. Effective April 01, 2012 he contributes to EDA COMMENTARY and MCAD COMMENTARY, and also writes a periodic blog for EDACafe.com and/or MCADCafe.com.
Since May 2003 HENKE ASSOCIATES has also published more than 100 independent commentary articles on MCAD, PLM, EDA and Electronics IP on IBSystems' MCADCafé and EDACafé. Such Commentaries are now part of the EDA and/or MCAD COMMENTARY entries.
Further information on HENKE ASSOCIATES, and URL's for past Commentaries, WEEKLIES, etc., are available at
March 31, 2012 marked the 16th Anniversary of the founding of HENKE ASSOCIATES.