BW Online | December 17, 2003 | Are Investors Underestimating Chips?:

"Semiconductor stocks have been a sweet spot for tech investors this year, and these companies have usually been rewarded for giving Wall Street upbeat earnings guidance. The big exception is Mentor Graphics (MENT ), the No. 3 supplier of software used for designing chips, behind Synopsys (SNPS ) and Cadence (CDN ), which saw its shares more than double, from $8 in January to $20 in September. But Mentor's shares plunged to around $14 recently as the Street began to ponder the difference between Mentor's rosy forecast -- 7% revenue growth in 2004 -- and the industry's estimate of 2% growth."