[ Editor's Note: You won't really understand this recount article
      until you read http://www.deepchip.com/gadfly/gad121500.html first. ]

   !!!     "It's not a BUG,                        
  /o o\  /  it's a FEATURE!"                                (508) 429-4357
 (  >  )
  \ - /                 
  _] [_       "The Physical Synthesis Tape-Out Census Recount"

                              by John Cooley

       Holliston Poor Farm, P.O. Box 6222, Holliston, MA  01746-6222
     Legal Disclaimer: "As always, anything said here is only opinion."


  From: "Harry Foster" <foster@rsn.hp.com>

  John,

  I'd like to request a ballot recount.  There's bound to be some dimpled
  chads lurking in there somewhere...

      - Harry Foster
        Hewlett-Packard


No, this isn't a joke.  It's been 5 days since I filed that tape-out census
and because it was such an exhausting project, I disappeared for the weekend
after I had published it.  (Over the preceeding 7 days I was tracking ~150
tape-outs for Synopsys, Silicon Perspective, Cadence, Mentor, Magma,
Sapphire, and Monterey.  It averaged out to ~200 e-mails and ~150 phone
calls during those 7 days.)

Now, on Monday afternoon I start getting the reader responses and discover
where I messed up in my census.


  From: "Jon Stahl" <jstahl@avici.com>

  Hi John,

  I just read your "The Surprise Physical Synthesis Tape-Out Census" email
  and must make three corrections:

   #1 No Avici Chip Architect tape-out occurred

   #2 Testing with the tool was done on three designs, two previously
      completed with other tools, and one pre-tape out that I planned to
      use Chip Architect to complete (the census states three tape-out's
      were done).

   #3 The designs the tool was tested on were 0.35um (1), and 0.25um (2).
      The design I planned to complete with the tool was 0.25um (the census
      states 0.18um for all three).
   
  I ran into problems very late in the game with CA, and spent some time
  working with Synopsys to try and resolve them, and finally gave up.  I had
  to use a combination of various other tools to get timing closed and the
  design taped out.  So my apologies to the community for those doing due
  diligence on tools and only seeing my pre-tape-out good news report
  without the later accompanying bad news.  It took a while for the dust to
  settle, and my job was to get the design out.

      - Jon Stahl
        Avici Systems                              N. Billerica, MA


OK, in my rush to get things done, I mistook Jon Stahl's ESNUG 338 letter as
talking about 3 Chip Architect tape-outs.  No biggie.  People make mistakes
and 99 percent of my census data came from users e-mailing me that they had
done tape-outs -- not me interpreting ESNUG posts -- so the overall data is
still good.  Now

   Synopsys "Chip Architect" Customer Tape-Outs

   Date     Size        Clock    Company      Location             Fab/um
   ------------------------------------------------------------------------
   10/99  100 K gates  100 Mhz   Avici        N. Billerica, MA    0.18 LSI
   10/99  300 K insts    100     Avici        N. Billerica, MA    0.18 LSI
   10/99  750 K gates    100     Avici        N. Billerica, MA    0.18 LSI

was to become

   Synopsys "Chip Architect" Customer Tape-Outs

   Date     Size        Clock    Company      Location             Fab/um
   ------------------------------------------------------------------------
 * TBD      TBD         TBD      TBD          TBD                   TBD

    * - no confirmed tape-outs of customers using only Chip Architect yet.

and Aart's new tape-out count wasn't going to be 50, but 47.


Then life got more complicated when I checked my voicemail and other e-mail.
First, I had a voicemail from a customer saying that I had violated my own
FAQ by not including those tape-outs reported on Friday.  I checked and
found in my FAQ:

  "Q: How will you report your findings?

   A: On Wednesday of this week I'll give Richard Goering of EE Times the
      preliminary list of known Synopsys physical synthesis tape-outs that
      are known at that time.  He says they'll be on http://www.EEdesign.com
      when he gets them.  On late Thursday or early Friday morning, I'll
      have the final tally of Synopsys, Magma, Cadence PKS, Monterey, and
      related tape-outs up on http://www.DeepChip.com and out on the ESNUG
      mailing list."

In addition, another user e-mailed me saying the same thing.  I thought
about it a bit and came to the conclusion that the spirit of this count was
to find tape-outs -- not to be sticklers to arbitrary rules.  What's 24
hours going to change anyway?

So I dug through the e-mails and found I now had to add


   Synopsys "Physical Compiler (PhysOpt)" Customer Tape-Outs

   Date     Size        Clock    Company      Location             Fab/um
   ------------------------------------------------------------------------
   08/00   80 K gates     25     Toppan         Saitama, Japan      0.25
   10/00  ~10 K insts  133 Mhz   Broadcom       Irvine, CA        0.18 TSMC
   11/00    1 M gates    100     Toppan         Saitama, Japan      0.18
   11/00  400 K gates    100     Toppan         Saitama, Japan      0.18
   11/00  ~70 K insts  104 Mhz   Moto Wireless  Austin, TX          0.18


   Synopsys "Chip Architect" Customer Tape-Outs

   Date     Size        Clock    Company      Location             Fab/um
   ------------------------------------------------------------------------
   ??/00  450 K inst   125 Mhz   Nexsi        San Jose, CA        0.18 IBM


So now Aart would have 53 tape-outs -- exactly what he claimed.  Oh, well.
And now Silicon Perspective would also get those 10 late Kawasaki tape-outs,
too.


   Silicon Perspective "First Encounter" Customer Tape-Outs

   Date     Size        Clock    Company      Location             Fab/um
   ------------------------------------------------------------------------
   Q3/00  700 K gates  110 Mhz   Kawasaki     Japan                0.18
   Q3/00  500 K gates     70     Kawasaki     Japan                0.25
   Q3/00  300 K gates     90     Kawasaki     Japan                0.25
   Q4/00  550 K gates     60     Kawasaki     Japan                0.25
   Q4/00  400 K gates    130     Kawasaki     Japan                0.25
   Q4/00  650 K gates    120     Kawasaki     Japan                0.18
   Q4/00  500 K gates    120     Kawasaki     Japan                0.25
   Q4/00  600 K gates    100     Kawasaki     Japan                0.18
   Q4/00  200 K gates     70     Kawasaki     Japan                0.35
   Q4/00  200 K gates     60     Kawasaki     Japan                0.25


This made Silicon Perspective's tape-out count grow to an appropriate 43.


Then God decided to be even more of a practical joker when I found in that
Friday's e-mail a letter from the EDA head of ST Micro reporting:

   Digital Storage           Laguna Niguel, CA   3 tape-outs in 0.18 um
   Micro Core Development    Bristol, UK         1 tape-out in 0.25 um
   Wireless Communications   Grenoble, France    1 tape-out in 0.18 um
   Consumer Broad Band       Grenoble, France    3 tape-outs in 0.18 um
   Graphics Products Div.    Bristol, UK         1 tape-out in 0.18 um
   Central R&D               Crolles, France     2 tape-outs in 0.18 um

I've known a number of the EDA managers and designers at ST Micro for some
time now.  I first met their head EDA guy a year ago at the 11/99 Synopsys
press event where Physical Compiler was first released.  I had beers with
these ST guys at this year's DAC in LA.  Over the seven days of my tape-out
count I was exchanging e-mails and phone calls with them because they easily
had 20+ PhysOpt tape-outs.  This wasn't odd because Synopsys had given
ST Micro access to their physical synthesis 6 months before everyone else;
it makes sense that ST Micro would have a lot of tape-outs.  They're actively
using 100 PhysOpt licenses.  The problem was that on Thursday (my false
deadline), all I had gotten from ST was the ST Micro (Italy) data.  Those 12
tape-outs were already included on my published tables.  What I was getting
(above) was the ST Micro (France) data and the problem was that it *lacked*
the gate count & clock freq info I required.


Now, I was in a very bad position personally.  Here's what I was facing:

  If I Added These 11 ST Micro (France) Tape-outs:

    - the EDA vendors losing the physical synthesis race (Cadence, Magma,
      and Monterey) would cite this as more evidence that I was secretly
      supporting Synopsys because I'm obviously an Evil Agent Provocateur
      for Synopsys marketing.

    - the pro-Cooley faction in Synopsys would say "See, I told you he's
      OK" and the anti-Cooley faction in Synopsys would keep quiet for a
      short while.

  If I Excluded These 11 ST Micro (France) Tape-outs:

    - the loser EDA vendors (Cadence, Magma, and Monterey) would have less
      "evidence" that I was the stealth part of Synopsys marketing but they
      would probably continue pushing the Cooley Is A Synopsys Corporate
      Stooge story anyway to minimize their loses from this tape-out data.

    - the anti-Cooley faction in Synopsys would howl "See! I told you that
      Cooley is an asshole!" and the pro-Cooley faction in Synopsys would
      have to work calming them down.


This was a classic Damned If You Do, Damned If You Don't situation for me.

So, like most Americans facing tough decisions, I deferred it to someone
else -- in this case, 5 someone elses -- an EDA Supreme Court of

             Gary Smith, EDA Analyst, Dataquest
             Richard Goering, EDA Editor, EE Times
             Peggy Aycinena, Editor-in-Chief, ISD Magazine
             Gale Morrison, Senior Editor, Electronic News
             Gabe Moretti, EDA Editor, EDN Magazine

to decide this for me.  I sent them each e-mails explaining my problem and
did follow-up phone calls.  Gale's outgoing message said she was gone until
Jan. 2.  Repeated attempts to reach Gary failed.  I had to take Gary and
Gale off the court and add:

             Erach Desai, EDA Analyst, Credit Suisse First Boston
             Jay Vleeschhouwer, EDA Analyst, Merrill Lynch

in their places.  No big problem here.  All seven of these people know the
industry but weren't (mostly) in anyone's pocket.  And Erach was even a bad
boy amongst his Wall St. peers for putting out estimates that countered
theirs.  I gave each "justice" the facts via e-mail and I spoke with each
on the phone to answer their specific questions.  I awaited their votes by
e-mail.  Here's what I got:


  From: Peggy Aycinena <paycinen@cmp.com>

  This is technology, not politics.  The facts are the facts, no matter when
  they arrive.  Include the statistics from all 'late' arrivals and re-issue
  the results with explanation.

      - Peggy Aycinena
        Editor-in-Chief
        ISD Magazine                               San Mateo, CA

         ----    ----    ----    ----    ----    ----   ----

  From: "Gabe Moretti" <gabe@dimensional.com>

  John,

  You must amend your report to include these ST Micro (France) tape-outs.

      - Gabe Moretti
        EDA Editor
        EDN Magazine                               Niwot, CA

         ----    ----    ----    ----    ----    ----   ----

  From: "Jay Vleeschhouwer" <Jay_Vleeschhouwer@ml.com>

  John,

  Thanks for asking me to consider how you should proceed with the new data
  that has come in for your survey.  While as a rule I think it's best to be
  consistent and rigorous about the gathering and analysis of this or any
  other market data, I think that given the attention paid to this new
  technology and the absence of a good or even any results compilation to
  date, we should admit the reasonably complete new data you were provided
  by ST Micro (France) in the good faith in which it seems to have been
  offered.

  Besides, I think we've had our share of recount halting this year.

      - Jay Vleeschhouwer
        Technical & Design Software Analyst
        Merrill Lynch Technology Research Group    New York, NY

         ----    ----    ----    ----    ----    ----   ----

  From: "Richard Goering" <rgoering@cmp.com>

  Yes, I would say add those 11 ST Micro tape-outs to your recount.  It
  sounds like they technically came in by the deadline.  If information
  is missing, maybe you can ask them to add it.  As was the case in
  Florida, every vote should count.

      - Richard Goering
        Group Editorial Director for EDA
        EE Times                                   Felton, CA

         ----    ----    ----    ----    ----    ----   ----

  From: "Erach Desai" <erach.desai@csfb.com>

  John,

  No, do not count those 11 ST Micro (France) tape-outs in your recount.

  Since I have recently taken a more cautious stance on the EDA sector for
  2001 relative to Street expectations, I feel obliged to provide a somewhat
  lengthy opinion (majority or dissenting?).

  The FAQ posted on the DeepChip website is unambiguous: "I'll only count a
  tape-out if I'm told by the physical synthesis user *himself* that he
  taped out an X MHz, X kGate chip on X month on 0.XX micron process at
  XXX fab".  The ST-Micro (France) tape-outs email only states the process
  technology without confirming any of the other details.  The question
  posed to the court is not about the integrity of the ST-Micro (France)
  tape-outs, not about the voter's (design manager's) intent, and not about
  the fairness of the process.

  This jurist would point to several inadequacies in the process.  First,
  not all tape-outs are equal.  Some used "physical synthesis" extensively,
  others only on specific sub-modules, and others only experimentally.
  Second, Cooley's definition of a tape-out is biased against the integrated
  "physical design" solution providers (Avanti, Cadence, Magma, Monterey.)
  But it's his survey, so it's his rules.  Third, with over 30-42% of the
  Synopsys PhysOpt tape-outs coming from ST-Micro (depending on whether one
  counts the 11 dimpled votes), one would be led to conclude that ST-Micro
  is the innovation capital of the chip industry(!!!)  ...  which gives a
  whole new dimension to the brother Bush being governor of the pivotal
  state analogy.

  A few inescapable conclusions that can be analyzed from the data collected
  by Cooley:

   1) Silicon Perspective is clearly the sleeper surprise player
   2) Synopsys' Physical Compiler appears to be eating Cadence's PKS' lunch
   3) Concentrated customer tape-outs do not equal bookings and/or revenue
      levels

  Good luck, and God bless America and the EDA world.

      - Erach Desai
        VP of Technology Research
        Credit Suisse First Boston                 Boston, MA


So, with a 4 to 1 vote of the EDA Supreme Court, I'm adding the 11 ST Micro
(France) tape-outs to the recount.  Here's the amended, certified list of
confirmed tape-outs:

   Synopsys "Physical Compiler (PhysOpt)" Customer Tape-Outs

   Date     Size        Clock    Company      Location             Fab/um
   ------------------------------------------------------------------------
   11/99   5+ M gates  180+ Mhz  nVidia       Santa Clara, CA       0.18
   11/99   3+ M gates    180+    Matrox       Montreal, Canada      0.18
   12/99  135 K gates            STMicro      Grenoble, France
   03/00  300 K gates   ~150     STMicro                            0.18
   04/00  290 K insts     80     STMicro      Agrate, Italy     0.25 STMicro

   04/00   5+ M gates    200     nVidia       Santa Clara, CA     0.18 TSMC
   05/00 ~500 K gates    180     TI Wireless  Dallas, TX            0.18
   06/00  6.5 M gates  133/266   Unisys       Minneapolis, MN     0.18 IBM
   06/00  700 K gates    100     STMicro      Castelletto, Ity  0.25 STMicro
   07/00  290 K insts     80     STMicro      Meylan, France    0.25 STMicro

   07/00  1.5 M gates  100-200   Unisys       Minneapolis, MN     0.18 IBM
   07/00  300 K gates   ~125     Conexant     San Diego, CA         0.18
   07/00  600 K gates    110     STMicro      Castelletto, Ity  0.25 STMicro
   08/00   80 K gates     25     Toppan       Saitama, Japan        0.25
   08/00  150 K gates     24     STMicro      Castelletto, Ity  0.18 STMicro

   09/00  300 K gates    120     Conexant     San Diego, CA         0.18
   09/00    7 K gates    200     Motorola     Austin, TX          0.18 TSMC
   09/00  3.5 M insts    250     nVidea       Santa Clara, CA     0.18 TSMC
   09/00                  54     STMicro      Castelletto, Ity  0.25 STMicro
   10/00  160 K insts    ~80     Toshiba      Kawasaki, Japan    0.18 TC260

   10/00  400 K insts    200     Broadcom     Irvine, CA          0.18 TSMC
   10/00  150 K gates     24     STMicro      Castelletto, Ity  0.25 STMicro
   10/00  470 K insts    450     Cray         Chippewa Falls, WI IBM 0.12 Cu
   10/00  ~10 K insts  133 Mhz   Broadcom     Irvine, CA        0.18 TSMC
   11/00  830 K insts  100/133   Matrox       Boca Raton, FL      0.18 NEC

   11/00    1 M gates    100     Toppan       Saitama, Japan        0.18
   11/00                  24     STMicro      Castelletto, Ity  0.35 STMicro
   11/00  ~25 K insts    200     TI DSP       Dallas, TX            0.18
   11/00  150 K gates    120     Conexant     San Diego, CA         0.18
   11/00   40 K gates    622     STMicro      Carrolton, TX     0.25 STMicro

   11/00  287 K insts    175     TI Wireless  Dallas, TX          0.15 TI
   11/00  600 K gates   ~125     Conexant     San Diego, CA         0.15
   11/00  400 K gates    100     Toppan       Saitama, Japan        0.18
   11/00   73 K insts    ~70     Toshiba      Kawasaki, Japan    0.18 TC260
   11/00   10 K gates    155     Hyperchip    Montreal, Canada    0.18 IBM

   11/00   79 K insts    100     LSI DSP      Dallas, TX            0.18
   11/00  ~70 K insts  104 Mhz   Moto Wire    Austin, TX            0.18
   11/00   80 K insts    160     LSI DSP      Dallas, TX            0.18
   12/00  290 K insts     80     STMicro      Meylan, France    0.25 STMicro
   12/00  110 K insts    140     Mitel Semi   Ottawa, Canada      0.18 TSMC

 * 12/00  230 K gates    133     Agilent      Corvallis, OR       0.18 HP
   12/00  310 K insts   50-200   STMicro      Grenoble, France  0.18 STMicro
   12/00    4 M gates    155     Hyperchip    Montreal, Canada    0.18 IBM
   12/00  150 K gates     24     STMicro      Castelletto, Ity  0.18 STMicro
   12/00  1.8 M insts    200     nVidia       Santa Clara, CA     0.15 TSMC

   12/00  350 K gates    110     STMicro      Castelletto, Ity  0.18 STMicro
   12/00  5.0 M gates  266/300   Agilent      Ft. Collins, CO       0.18

    * - tape-out done using both Synopsys PhysOpt & Cadence PKS

   plus the following 11 tape-outs from ST Micro (France):

   Digital Storage           Laguna Niguel, CA   3 tape-outs in 0.18 um
   Micro Core Development    Bristol, UK         1 tape-out in 0.25 um
   Wireless Communications   Grenoble, France    1 tape-out in 0.18 um
   Consumer Broad Band       Grenoble, France    3 tape-outs in 0.18 um
   Graphics Products Div.    Bristol, UK         1 tape-out in 0.18 um
   Central R&D               Crolles, France     2 tape-outs in 0.18 um



   Synopsys "Chip Architect" Customer Tape-Outs

   Date     Size        Clock    Company      Location             Fab/um
   ------------------------------------------------------------------------
 * ??/00  450 K inst   125 Mhz   Nexsi        San Jose, CA        0.18 IBM

    * - All dual PhysOpt/ChipArch tape-outs are listed once under PhysOpt



   Synopsys/Everest "FlexRoute" Customer Tape-Outs

   Date     Size        Clock    Company      Location             Fab/um
   ------------------------------------------------------------------------
 * 07/99    1 M gates  200 Mhz   Sandcraft    Santa Clara, CA     0.18 LSI
 * 09/99    1 M gates  300 Mhz   Sandcraft    Santa Clara, CA       0.18
 * 06/00    1 M gates  300 Mhz   Sandcraft    Santa Clara, CA     0.18 LSI
 * 07/00    1 M gates  300 Mhz   Sandcraft    Santa Clara, CA       0.18
   10/99    3 M gates  133 Mhz   SGI          Mountain View, CA     0.18

    * - designs made with Sapphire "FormIT" & Everest/Synopsys FlexRoute


This gives Synopsys 59 PhysOpt, 1 Chip Architect, and 5 FlexRoute confirmed
customer tape-outs as of 12/15/00 making a total of 65 physical synthesis
tapeouts.


   Silicon Perspective "First Encounter" Customer Tape-Outs

   Date     Size        Clock    Company      Location             Fab/um
   ------------------------------------------------------------------------
   06/98    1 M gates  110 Mhz   Trident      Santa Clara, CA    0.35 UMC
   09/98  1.3 M gates    120     Trident      Santa Clara, CA    0.25 TSMC
   11/98    1 M gates    125     Trident      Santa Clara, CA  0.25 Samsung
   07/99    1 M gates    125     Trident      Santa Clara, CA    0.21 UMC
   10/99    1 M gates    120     Trident      Santa Clara, CA    0.25 TSMC

   08/00  400 K gates     30     Trident      Santa Clara, CA    0.35 UMC
   07/00  1.5 M insts  110-200   Philips      Sunnyvale, CA      0.18 TSMC
   10/00  300 K insts     ??     Marvell      Sunnyvale, CA         ??
   11/00   49 K insts     66     HiNT         Fremont, CA        0.25 TSMC
   12/00  3.2 M gate     160     Trident      Santa Clara, CA    0.18 UMC

   Q2/98    1 M gates    120     Trident      Santa Clara, CA    0.25 TSMC
   Q1/99    2 M gates    150     Trident      Santa Clara, CA    0.20 UMC
   Q3/99  2.5 M gates    180     Trident      Santa Clara, CA    0.18 UMC
   Q1/00  1.9 M gates    133     S3           Santa Clara, CA    0.22 TSMC
   Q3/00   75 K insts    100     Marvell      Sunnyvale, CA        0.18

   Q3/00   65 K insts    100     Marvell      Sunnyvale, CA        0.25
   Q3/00   93 K insts    100     Marvell      Sunnyvale, CA        0.25
   Q3/00   71 K insts    100     Marvell      Sunnyvale, CA        0.18
   Q3/00  700 K gates    110     Kawasaki     Japan                0.18
   Q3/00  500 K gates     70     Kawasaki     Japan                0.25

   Q3/00  300 K gates     90     Kawasaki     Japan                0.25
   Q4/00  162 K insts    100     Marvell      Sunnyvale, CA        0.18
   Q4/00  2.1 M gates    145     S3           Santa Clara, CA    0.22 TSMC
   Q4/00  550 K gates     60     Kawasaki     Japan                0.25
   Q4/00  400 K gates    130     Kawasaki     Japan                0.25

   Q4/00  650 K gates    120     Kawasaki     Japan                0.18
   Q4/00  500 K gates    120     Kawasaki     Japan                0.25
   Q4/00  600 K gates    100     Kawasaki     Japan                0.18
   Q4/00  200 K gates     70     Kawasaki     Japan                0.35
   Q4/00  200 K gates     60     Kawasaki     Japan                0.25

    ??    1.2 M gates     75     Acute Comm.  Hsin-Chu, Taiwan   0.25 TSMC
    ??    256 K insts    100     AMD          Sunnyvale, CA      0.30 UMC
    ??    500 K insts    133     AMD (CPD)    Austin, TX         0.25 UMC
    ??    650 K insts     66     AMD (CPD)    Austin, TX         0.25 UMC
    ??    650 K insts     66     AMD (CPD)    Austin, TX         0.25 UMC

    ??    100 K insts    166     High Bndwd   San Jose, CA       0.35 UMC
    ??    2.4 M gates    100+    Kawasaki     San Jose, CA         KLSI
    ??    612 K insts    144     Sanyo        Gifu, Japan        0.25 IBM
    ??    431 K insts    114     Sanyo        Gifu, Japan          0.18
    ??    800 K inst      ??     SiS          Hsin-chu, Taiwan     0.18

    ??    1.2 M insts     ??     SiS          Hsin-chu, Taiwan     0.18
    ??     80 K insts     ??     Teralogic    Mountain View, CA  0.25 TSMC
    ??    450 K insts     ??     Teralogic    Mountain View, CA  0.25 TSMC


This gives Silicon Perspective a total of 43 verified customer tape-outs.


None of the Cadence, Magma, Mentor, Sapphire, nor Monterey tape-out counts
changed from the orginal 12/15/00 census report.


Conclusions
-----------

   Synopsys PhysOpt +
 ChipArch + FlexRoute : ################################ 65 tape-outs

  Silicon Perspective
    "First Encounter" : ##################### 43 tape-outs

              Cadence
                  PKS : ### 7 tape-outs

               Mentor
            TeraPlace : ### 7 tape-outs

             Sapphire
               FormIT : ### 6 tape-outs

                Magma
       "Blast Fusion" : # 3 tape-outs

             Monterey
              Dolphin : 0 tape-outs


I liked what "Justice" Erach Desai of Credit Suisse First Boston said in his
dissenting opinion:

 "A few inescapable conclusions that can be analyzed from the data collected
  by Cooley:

   1) Silicon Perspective is clearly the sleeper surprise player
   2) Synopsys' Physical Compiler appears to be eating Cadence's PKS' lunch
   3) Concentrated customer tape-outs do not equal bookings and/or revenue
      levels"

To Erach's observations I'll add that anyone can creatively cook their books
to reflect pretty much any desired amount of physical business they're
supposedly "closing".  (I learned that one when Joe Costello, the CEO of
Cadence, years ago used to brag about how much money his Spectrum Consulting
division was making.  Now years later in the Cadence Tality S-1 filing, it's
abundantly clear that Joe was losing money all along with his consulting
group!)

Concerning the newly crafted it's-not-a-tape-out-if-it's-not-full-P&R FUD
coming from the "losers" (Cadence, Magma, Monterey), I'll defer to:

  "To claim 'tapeout' means that the tool was used in the design of
   a chip - nothing more.  This applies to tools both in the early
   and late stages of a design flow.  Whether GDSII is generated or
   not is of no consequence."

       - Michael Jackson, VP of Engineering, Avanti  (EEdesign 12/15/00)


As I stated at the beginning of this survey, although it may be impossible
to follow the money in this contested market, tracking tape-outs will
clearly show who's really ahead, who's really behind, and who's publicly
lying because they're damn desperate in this market niche.

In a nutshell, Synopsys, Cadence, and Magma are all claiming that they've
made roughly $50 million in the physical synthesis market.  But, when you
look at the real customer tape-outs with these tools you'll find Synopsys
has 65 vs. Cadence's 7 vs. Magma's 3 -- and Monterey has 0.  From the
outside looking in, Synopsys appears to be winning with by a 10X to 20X
lead over Cadence and Magma -- and Monterey is in serious trouble.

  "It is interesting to note that those customers who write to John
   Cooley are in violation of their NDAs with EDA companies."

       - Jacques Benkoski, Monterey CEO  (EEdesign 12/15/00)


I hope you find this data useful and sorry for the need for a recount.

                                               - John Cooley
                                                 DeepChip.com

============================================================================
 Trying to figure out a Synopsys bug?  Want to hear how 11,000+ other users
    dealt with it?  Then join the E-Mail Synopsys Users Group (ESNUG)!
 
       !!!     "It's not a BUG,               jcooley@world.std.com
      /o o\  /  it's a FEATURE!"                 (508) 429-4357
     (  >  )
      \ - /     - John Cooley, EDA & ASIC Design Consultant in Synopsys,
      _] [_         Verilog, VHDL and numerous Design Methodologies.

      Holliston Poor Farm, P.O. Box 6222, Holliston, MA  01746-6222
    Legal Disclaimer: "As always, anything said here is only opinion."
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   !!!     "It's not a BUG,
  /o o\  /  it's a FEATURE!"
 (  >  )
  \ - / 
  _] [_     (jcooley 1991)