《Why Synopsys Lagged Cadence (And Why It May Be Cheap)》
SNPS 估值便宜,适合长期持有;能否恢复每股盈利增长是主要不确定性。
我们在Chip Stock Investor一开始就谈到的两家公司是Synopsys和Cadence Design Systems。
Two companies that we started talking about at the very beginning of Chip Stock Investor were Synopsys and Cadence Design Systems.
我们今天将重点关注Synopsys。我原本是把这安排成Cadence对Synopsys的对比。我们今天会稍微多关注一下Synopsys,因为这两家公司实际上表现都不佳。
We're gonna be focusing on Synopsys today. I was setting this up as a Cadence versus Synopsys. We're gonna focus a little bit more on Synopsys today, because both of these companies have actually underperformed.